shopping_cart

Your shopping cart is empty

Business (and family office) restructuring pre-death paper

Published on 13 Nov 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • existing need vs increasing need to transition sooner
  • non-tax client objectives as restructure considerations
  • what tools do we have in our tool box?
  • case study 1 - transfer of family business to next generation
  • case study 2 - family office a company held by one discretionary trust.

Author profile

Sonia Mascolo CTA
Sonia is a Tax Director at Bentleys in Adelaide. Sonia advises clients in a wide variety of areas including tax technical business / structuring advice, succession planning and wealth management strategies, international tax issues, indirect tax and state taxes. She has tax experience working in the legal profession, the ATO, a big four firm as well as university lecturing and tutoring positions. Sonia joined TTI in 2012 and is a current member of the SA Technical Committee and was previously on the SA PD Committee. - Current at 03 March 2021
Click here to expand/collapse more articles by Sonia Mascolo.

 

This was presented at Estate and Business Succession Planning Day .

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

Individual sessions

Testamentary trusts & life interests

Author(s):  Julie VAN DER VELDE,  Brett ZIMMERMANN

Materials from this session:

Passing assets to the next generation

Author(s):  Judith CHOATE

Materials from this session:




Further details about this event:

 

Copyright Statement
click to expand/collapse