Published on 03 Dec 12
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Mixing succession law and commercial common sense with tax planning, this presentation will lead readers through the how-to plan for business succession and its integration with an individual's estate plan. Various forms of succession are considered with practical tips for dealing with family issues, management buy-outs, structures that get in the way and deveoping a Buy/Sell plan. Tax issues for each option and each step are covered including income tax, capital gains tax, stamp duty and GST.
Van der Velde
Julie Van der Velde, CTA, is the principal of a specialised commercial law firm, VdV Legal, and has degrees in Business and Law and a Masters of Taxation Law. With over 20 years experience advising South Australian businesses, her practice focuses on taxation and trust law with an emphasis on estate planning, tax planning, business structuring, business succession and intergenerational transfers. Julie is The Tax Institute’s SME Chartered Tax Adviser for 2017 and is listed as a recommended Wills, Estates and Succession Planning lawyer in Doyle's Guide 2017.
- Current at
22 January 2018