Published on 27 Aug 15
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- the need - statistics
- structural and planning matters
- impact of family dynamics
- the need for (and role of) the adviser team
- how to manage income tax, capital gains tax and stamp duty through the use of concessions
- financing arrangements for the transfer of assets
- developing a family succession plan
- case studies.
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 plan the transition from business or full-time work to the next phase of their lives. Its programs help to develop work-life balance at all stages of a career. TPA’s belief is that everyone is entitled to a happy and healthy life both during and after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland.
- Current at
12 July 2018
Brian of Richards Advisory has specialised in providing taxation advice to accounting and legal practitioners in respect of a wide range of business clients for approximately 40 years. His particular taxation specialty areas include business restructuring, intellectual property transactions, CGT issues and tax planning matters. As a taxation specialist, Brian has extensive academic and other lecturing experience.
- Current at
04 January 2018