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Tax Issues Arising from Generational Transfers presentation

Published on 11 Aug 04 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

- handover before death - tax/commercial issues
-- stamp duty relief
-- small business CGT concessions
-- GST exemptions
-- partnership reconstructions
-- trading stock and plant elections
-- farm management deposits

- handover before death - practical issues
-- motivating factors
-- methods (structures/leasing/mortgages)
-- retirement income
-- control

- transfer upon death
-- wills
-- testamentary trusts
-- inheritance claims
-- uncertainty for beneficiaries.

Author profiles:

Bill LAST
Bill leads the Estate Planning Section of the Business Services Group at O’Loughlins and is a member of the Tax Institute and the Law Society of South Australia. He has extensive experience in all aspects of succession and estate planning, including Wills, Powers of Attorney and Enduring Guardianship. Bill specialises in estate planning advice for high net-worth individuals and he has helped many clients to implement comprehensive, tax-effective succession plans.
Current at 31 June 2006
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John LEVY
John is Partner in charge of the Commercial Division of O’Loughlins Lawyers with particular expertise in structuring business enterprises, documenting asset acquisitions and advising a broad range of tax and revenue (including income tax, capital gains tax and stamp duty).
Current at 3 March 2009
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This was presented at Agribusiness - A lifecycle approach .

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