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

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 Legal Practitioner Director of Deloitte Legal and a partner of Deloitte. 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 12 February 2020
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This was presented at 2016 Private Business Tax Retreat .

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