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2018 Business Succession, the Family and Tax Day

Published on 06 Sep 2018 | Took place at Amora Hotel Riverwalk Melbourne, Melbourne, VIC

This event brought together leading practitioners, including Senior Counsel, from both the ATO and the wider profession to deal with issues such as governance and remuneration, threats, passing control of family businesses, evolving structures and ATO areas in focus.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Passing control of family business / business succession

Author(s):  Andrew O'BRYAN,  Raoul D'Cruz

This paper covers:

  • understanding your business structure and planning 
  • family trusts – a big piece of the puzzle
  • resettlements of trusts
  • reimbursement agreements.



Materials from this session:

Evolving structures

Author(s):  Paul HOCKRIDGE

This paper covers:

  • trust splitting
  • trust cloning 
  • trust vesting
  • amending trust deeds
  • death or disability of directors and shareholders
  • replacement of appointors
  • protecting at risk parents and siblings.
Materials from this session:

Threats to family business

Author(s):  Dan Simmonds

This paper covers:

  • the importance of family business to the Australian economy and statistics about families in business 
  • understanding the family business paradox
  • “family and business ain’t natural….”
  • business values
  • the characteristics of family business - performing and non-performing
  • the 12 simple secrets of success in family business
  • best practice – what are the successful families in business doing.
Materials from this session: