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

Business succession planning – Family Court disruption

Author(s):  James Claringbold,  Andrew DAVIES

Materials from this session:

Passing control of family business – Commercial & tax considerations

Author(s):  Yikai Hoe

Materials from this session:

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

Author(s):  Judy Snell

Materials from this session:

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:

Cross-border people, assets and entities: Succession planning and tax issues for international families

Author(s):  James Whiley,  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Further details about this event:

 

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