Published on 01 Jul 08
by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE
Succession planning is far more than making a basic will. It extends to protecting assets during any period of incapacity, handling superannuation in a tax effective manner and ensuring succession of entitles such as family trusts. It may also involve tough decisions such as passing control of business and other assets to certain family members to the exclusion of others.
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning.
- Current at
26 September 2017