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Transition planning paper

Published on 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the need for transition planning
  • what is transition planning
  • transitions theory
  • unsuccessful ways of leaving a business
  • the benefits of transition planning
  • succession planning and transition planning.

Author profile

Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others to create a framework for the transition from business or full-time work to the next phase of their lives. TPA’s belief is that everyone is entitled to a meaningful life after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. - Current at 29 November 2017
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This was presented at Estate and Business Succession Planning .

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