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Succession planning for family business 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 Mar 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • establishment of a family business model
  • operation of a family business model
  • succession and winding-up of a family business model.

 

 

Author profiles

Alicia Gordon
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Chris Balalovski CTA
Chris has a career spanning more than 33 years and provides complex commercial as well as legal advice to a broad spectrum of high net wealth individuals and their associated entities. As a taxation and superannuation law specialist, Chris provides high-level accounting and taxation compliance services as well as strategic legal and commercial advice on matters including acquisition, holding and disposal of various assets, derivation of income and incurring of expenses. Chris is the Chairman of the Self-Managed Independent Superannuation Funds Association, which represents the interests of self-managed superannuation funds to Government and authorities. - Current at 25 June 2019
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This was presented at 2019 Estate and Succession Planning Intensive .

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

Individual sessions

Administering deceased estates – A practical perspective

Author(s):  Loreena Gillon

Materials from this session:

Succession planning for family business

Author(s):  Chris Balalovski,  Alicia Gordon

Materials from this session:

Division 7A and deceased estates

Author(s):  Daniel Taborsky

Materials from this session:

My client is dead – Super!

Author(s):  Yikai Hoe

Materials from this session:

Contested estate matters

Author(s):  Tim Lethbridge

Materials from this session:

Philanthropy and estate planning

Author(s):  Chris Balalovski,  Alicia Gordon

Materials from this session:

Scenario - Ethical considerations for advisers in estate planning

Author(s):  David W MARKS

Materials from this session:

Further details about this event:

 

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