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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:

Author Photo - Peter SLEGERS
Current at 03 November 2016 Click here to expand/collapse more articles by Peter SLEGERS.


This was presented at South Australian Tax Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Structuring and restructuring the growing business

Author(s):  Tim SANDOW

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