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Passing control of family business / business succession paper

Published on 06 Sep 18 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • understanding your business structure and planning 
  • family trusts – a big piece of the puzzle
  • resettlements of trusts
  • reimbursement agreements.

 

 

Author profiles

Raoul D'Cruz
Raoul D’Cruz is a Tax Lawyer with Hall & Wilcox, a preeminent independent business law firm. Raoul specialises in business transaction advisory (across income tax, GST and other taxes) and assists clients to resolve disputes with the Australian Taxation Office (ATO) as well as other revenue authorities. Specifically, Raoul is passionate about assisting businesses and privately held groups (as well as their advisers) to ensure that they fully utilise available tax concessions, assist with optimising their cash flow and help with general tax compliance. More recently, Raoul has been advising on the tax (with a particular focus on GST) implications of dealing in digital currencies in Australia as well as the GST developments relating to cross border supplies (including those relating to e-commerce). He has more than five years experience in the tax area and has a diverse background across a variety of industries. Having worked in both the Big 4 environment, the public sector, the private sector and with a keen involvement in the entertainment industry – Raoul is a well-rounded, personable and practical advisor who likes to understand business motivations and communicates in a direct and understandable manner. He is currently an Affiliate Member of the Tax Institute and a member of the Law Institute of Victoria. Kathy updated for Tax and Innovation Day - Current at 24 August 2018
Andrew O'Bryan CTA
Andrew is a Partner at Hall & Wilcox Lawyers and provides advice on the application of a wide range of taxation. He has substantial knowledge of taxation and commercial practice and advises his clients on income tax, capital gains tax, tax audits and reviews, fringe benefits tax, business structuring and transactions, liquidations and reconstructions, superannuation, retirement planning, business succession, estate planning, and philanthropy. Andrew advises accounting and legal firms on their clients’ affairs. He also draws clients from industry, commerce and high-net-worth private family groups. One of his main interests is advising private business owners on the transition of management and control of family businesses to the next generation. Andrew has been recognised in the The Best Lawyers in Australia in Tax Law every year since 2014 and is a leading tax lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 12 November 2019
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This was presented at 2018 Business Succession, the Family and Tax Day .

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