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Restructuring the family group for an estate plan presentation

Published on 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the re-organisation of family groups, including companies and trusts, the tricks and traps
  • the availability of tax concessions in group reorganisations
  • consideration of consolidation and demergers.

Author profile:

William Shew CTA
Bill joined Grant Thornton in October 2004 after having run his own successful Business Advisory practice. Prior to this he was a partner in a Chartered Accounting firm. Bill now heads the Privately Held Business Services Team and in this capacity sits on a number of National Committees. Bill has 20 years’ experience in the profession. Current at 06 January 2012 Click here to expand/collapse more articles by Bill SHEW.
 

This was presented at Estate and Succession Planning.

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