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Succession planning for family business’s: Failing to plan is planning to fail paper

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

This paper covers:

  • recent research
  • communication
  • tools to assist with communication
  • managing conflict
  • deeds.

Author profile

Judith Snell CTA
Judy is a Director of the Business Advisory division based in Moora. Judy is a member of the firm's National Executive Board which oversees RSM Australia's strategic direction. She is also the national head of Diversity and Inclusion. With over 22 years of experience with the firm, Judy provides advice to farmers and pastoralists on taxation issues, self-managed super funds and succession planning for family owned businesses. - 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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