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Exiting your business - Transferring to the next generation paper

Published on 07 May 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • balance sheets
  • commencement of transferring process
  • tax issues and commercial issues
  • superannuation
  • application of the above to the Masters family.

Author profile

Andrew Sinclair CTA
Andrew Sinclair, CTA is a partner in Cowell Clarke's Tax & Revenue practice group. As a tax and superannuation specialist with over 25 years' experience, his qualifications are in law and as a Chartered Accountant. With a broad knowledge of corporate and business law, Andrew has specialist expertise in private client scenarios. This usually involves discretionary trusts, private companies and the diversity of views that family dynamics delivers. - Current at 22 November 2017
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This was presented at 48th South Australian Convention .

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The ATO’s approach to 2015-16

Author(s):  Andrew MILLS

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