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Succession planning for high net worth taxpayers presentation

Published on 19 Oct 07 by THE TAX INSTITUTE

This presentation reviews the issues and strategies relevant to succession planning for high net worth taxpayers. Topics covered in this presentation include:

  • Power of appointment addressed in trust deeds and in Wills
  • Impact of new superannuation measures on succession planning
  • The use and abuse of testmentary trusts including recent developments
  • Use of options to deal with specific assets owned by companies and trusts
  • Tax effective restructuring to achieve succession outcomes
  • CGT and stamp duty considerations 

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers heads Cowell Clarke’s Tax & Revenue Group. Peter advises and acts for a wide range of public and private companies, as well as the trustees of SMSFs. His areas of expertise include income tax (as it impacts on business and high net worth clients), CGT, GST, state taxes and superannuation law. Peter also undertakes succession planning work and is involved in significant business restructures. Regularly involved in advising SMSF trustees on issues associated with superannuation income streams, he is the co-author of The Tax Institute title, SMSF Income Stream Guide. - Current at 06 June 2017
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This was presented at South Australian Tax Intensive .

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Individual sessions


Structuring and restructuring the growing business

Author(s):  Tim SANDOW

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