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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 is an Executive Lawyer for Bartier Perry. He has extensive experience in taxation law, whether it be income tax, capital gains tax, payroll tax, stamp duty and GST, and provides advice on a range of personal and commercial tax issues, including mergers, restructures and, objections and appeals against the Australian Taxation Office and the New South Wales Office of State Revenue
Current at 23 July 2008 Current at 25 August 2008 Click here to expand/collapse more articles by Chris TSOVOLOS.


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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