Your Cart

Practical Issues in Trusts $144.00
Trust me I’m an accountant! $72.00
Trust deeds, resolutions and drafting distribution minutes $72.00
National Infrastructure Conference $408.00
Thin capitalisation - A focus on trusts $72.00
The imposition of Australian stamp duties on foreign entities $72.00
Section 974-80: The current state of play $72.00
Rogue executors, trustees and attorneys $108.80
June tax update $143.20
Property development: Practical income tax, CGT and GST issues $72.00
NSW 9th Annual Tax Forum $1,884.04
Extracting value out of business acquisitions and avoiding unnecessary costs $72.00
Mastering your employment taxes $72.00
Capital management update $72.00
Burden of proof in transfer pricing matters $72.00
Revenue v capital: Review of recent cases and what they mean for your business $72.00
"Tax consolidation update - Still grappling with these rules?" $72.00
Update on state taxes: Changes and issues you need to be aware of $72.00
Cross-border financing - The hidden cost of capital $72.00
Case update $72.00
GST update $72.00
Trends in tax transparency: The story so far $72.00
Does land you own qualify for primary production exemption from land tax? $72.00
The new AMIT regime $72.00
Is your tax planning at odds with your asset protection? $72.00
New employee share scheme rules: SME startups $72.00
Tax Practitioners Board - Will you survive an investigation? $72.00
Family provisions claims – How to safeguard assets outside your will $72.00
Practical issues with trusts: Important updates $72.00
Property development and joint ventures $72.00
Practical strategies with business succession $72.00
Big headaches or big opportunities? Current tax issues in business sales $72.00
Practical strategies to acquire and transfer property to SMSFs $72.00
The Board of Taxation’s agenda for 2016 $72.00
The keys to the kingdom – Ensuring the right property ends under the control of the right beneficiaries $72.00
Superannuation strategies on death $108.80
2016 Superannuation Intensive $360.01
Superannuation regulatory update $72.00
Contribution workshop: Case study & answers $72.00
Strategies for SMSF property transactions $72.00
Successful SMSF succession $72.00
Pension workshop $72.00
2016 Private Business Tax Retreat $504.01
What is the price of success and what can you do about it? $72.00
Family business governance - What constituent documents does a family business need – and not need? $72.00
The Challenge of advising private businesses – From the inside and the outside $72.00
Key stages of growth $72.00
Recent & coming developments in tax $72.00
Solving issues today, but planning for tomorrow $72.00
Cleaning up the Div 7A loans and UPE mess $72.00
Total (inc GST) $6,684.86


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


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 was admitted as a Solicitor in 2002 and is a partner at Deloitte Private. He has experience in the areas of taxation, structuring, trusts and estate, succession and asset protection planning. John has a Bachelor of Arts, Bachelor of Laws and a Masters of Law. He is currently Queensland’s representative on the Institute’s National Professional Development Committee, a member of Queensland’s State Council and elected 2019 State Council Chair. - Current at 25 June 2019
Click here to expand/collapse more articles by John Ioannou.


This was presented at 2016 Private Business Tax Retreat .

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

Individual sessions

Further details about this event:


Copyright Statement
click to expand/collapse