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Business succession planning strategies presentation

Published on 02 Jun 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • family succession
  • market value substitution
  • change of trustee
  • options and CGT
  • employee share schemes
  • creating a new class of shares
  • share buybacks.

Author profile

Gregory Travers CTA
Greg is the Director in charge of the Tax Services division of William Buck in Sydney. His clients are predominantly private businesses, both Australian and foreign owned, as well as higher wealth individuals and families. Greg’s work is primarily advising on issues and transactions, such as restructuring, exit strategies, business acquisitions and international expansion, along with referrals from accountants, lawyers and other advisers. Greg is the author of The Tax Adviser’s Guide to Part IVA, published by The Tax Institute - Current at 26 June 2019
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This was presented at NSW 9th Annual Tax Forum .

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

Individual sessions









Transfer pricing update

Author(s):  Fiona CRAIG

Materials from this session:










Division 7A

Author(s):  Gordon S COOPER

Materials from this session:







Superannuation - Structure & uses in estate planning

Author(s):  Colin LEWIS

Materials from this session:


SMSF update

Author(s):  Chris Balalovski

Materials from this session:


Further details about this event:

 

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