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Passing control of family business – Commercial & tax considerations paper

Published on 28 Feb 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • succession planning - picking the right successor 
  • picking the right time to talk “succession” with your client 
  • ethical dilemma for advisors
  • transfer of shares
  • procedure of transferring shares
  • personal guarantees - do not forget them.

Author profile

Yikai Hoe CTA
Yikai is the director and founder of Provident Lawyers, a superannuation, taxation and commercial law firm in Western Australia. He is a SMSF Specialist Advisor and Chartered Tax Adviser and has a Bachelor of Laws and Sciences (Pharmacology) from the University of Western Australia. At Provident Lawyers, Yikai works closely with SMSF advisers, accountants and financial planners to provide legal support on all areas of superannuation and tax laws and particularly in compliance and transactions involving SMSFs. He also has experience in state duties, trusts, property, commercial transactions, business succession planning and estate planning law. Yikai was also a tax consultant for 3 years with top-tier accounting firm prior to becoming a lawyer. He is passionate about sharing his knowledge and experience and has presented at various seminars for Legalwise and The Tax Institute on superannuation and tax topics. - Current at 23 January 2020
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This was presented at 2020 WA Estate & Succession Planning Intensive .

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

Individual sessions



Special purpose trusts for estate planning

Author(s):  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Succession planning challenges for family owned businesses

Author(s):  Grahame Young

Materials from this session:


Further details about this event:

 

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