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  • Family business governance - What constituent documents does a family business need – and not need? paper

Family business governance - What constituent documents does a family business need – and not need? paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 26 May 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is governance?
  • family business succession
  • documentation, environment and framework required for successful family business governance
  • shareholders’ agreements
  • company constitutions
  • partnership agreements
  • trusts
  • agreements with non-equity family stakeholders
  • how to address future ownership interests in family companies.

Author profile

John Ioannou CTA
John Ioannou, CTA was admitted as a Solicitor in 2002 and is a Principal Lawyer at Macpherson Kelley. He has experience in the areas of taxation, structuring, commercial transactions, disputes, trusts and estates, succession and asset protection planning. John has a Bachelor of Arts, Bachelor of Laws and a Master of Law. He is Chair of the Tax Institute’s Queensland’s State Council in addition to being a State Councillor. - Current at 04 November 2020
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This was presented at 2016 Private Business Tax Retreat .

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Family business governance - What constituent documents does a family business need – and not need?

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