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The family business - Transfer to the next generation? presentation


A common problem facing many successful family owned businesses of all sizes is how to plan for the transfer of the business to the next generation. Several recent high profile cases that have received media attention highlight the many issues that need to be considered and the practical difficulty in achieving the objective of a smooth transition. In many cases business succession planning is considered too hard and therefore, it is given a very low priority by clients.

This presentation covers:

  • how you can assist your client with the development of a workable business succession plan
  • what options are available to the client
  • identify the business structure and implementing a restructure if necessary
  • using the CGT concessions to restructure the business in preparation for succession
  • practical issues with businesses conducted via family discretionary trusts
  • what can we learn from the mistakes of others
  • blended families and related problems with business succession.

Author profile

Chris Tsovolos FTI
Chris Tsovolos FTI, is an Executive Lawyer in the Private Client Services team of Bartier Perry. Chris has experience in providing specialist services to high net wealth individuals and privately held businesses in his core areas of practice, being taxation issues and appeals, superannuation structuring, estate and business succession planning and asset protection. Chris is a Fellow of The Tax Institute and an Accredited Advisor with Family Business Australia. - Current at 21 October 2015
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This was presented at NSW 10th Annual Estate and Business Succession Planning .

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Individual sessions

Do you need to be putting in place a guardianship agreement as well as an enduring power of attorney?

Author(s):  Richard NEAL

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