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How to build a high net worth individual - Succession and transition planning paper

Published on 07 Sep 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the importance of creating wealth outside of the business
  • asset protection
  • ways of separating business and non-business assets
  • trust cloning and trust splitting
  • sale of assets and use of concessions
  • interposing a holding company
  • the unspoken issues in succession planning.

Author profile

Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others to create a framework for the transition from business or full-time work to the next phase of their lives. TPA’s belief is that everyone is entitled to a meaningful life after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. - Current at 29 November 2017
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This was presented at Tax Effective Wealth Ceation .

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