Published on 05 Mar 14
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
personal and business succession methodology
transfer under the will
transfer during lifetime
no transfer of shares – what else?
control of the family trust
beware Bankruptcy Act.
Jennifer Yeo CTA
Jennifer is a Special Counsel at Mills Oakley Lawyers. She specialises in providing tax and superannuation advice to both corporate clients and high net worth individuals and families in relation to all aspects of federal and state taxes, international tax and superannuation matters. Jennifer has expertise in advising on tax-effective business and family planning strategies associated with succession, asset protection and wealth management with respect to Australian and worldwide assets. Current at 14 January 2014
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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