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Family succession planning – Governance and tax issues paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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 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
Click here to expand/collapse more articles by Ben WILSON.

 

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