Your shopping cart is empty
Family succession planning – Governance and tax issues paper
Published on 21 Nov 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- overarching documents
- governing documents
- estate planning documents
- tax considerations for restructures
- importance of understanding interaction between all documents
- consequences on death of failure to implement a succession plan properly.
Author profile
Benjamin Wilson CTA
Ben Wilson, CTA, is a partner with CCK Lawyers. He has a wide range of experience in corporate and commercial transactions and in advising clients on estate planning and business succession planning issues. He acts for high net wealth individuals, family groups and large corporate entities with businesses in a range of industries. - Current at 08 July 2019
This was presented at Family Tax Planning for SMEs .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Family succession planning – Governance and tax issues
Author(s): Ben WILSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Family succession planning - Practical issues with succession and structures
Author(s): Adrian CARTLANDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Family succession planning - Sale preparedness
Author(s): James Blackburn, Paul HindleMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Your offshore planning guide - Case studies
Author(s): Daisy AbbasMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Valuations for tax matters - Two perspectives
Author(s): Stephen Adams, Matthew SHANAHANMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Division 7A: Don’t get caught with deemed payments, loans or debt forgiveness - Case studies
Author(s): Lisa PritchardMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Division 7A: Change is on the horizon
Author(s): Lisa PritchardMaterials from this session:
-
insert_chart
Further details about this event:
Copyright Statement