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Family business governance presentation

Published on 26 May 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • a difficult matrix
  • family diagram v structure diagram
  • family business succession
  • fettering trustee discretion
  • varying a trust deed
  • TD 2012/21
  • relevance for an appointor?

Author profiles

John Ioannou CTA
John Ioannou, CTA was admitted as a Solicitor in 2002 and is a Legal Practitioner Director of Deloitte Legal and a partner of Deloitte. He has experience in the areas of taxation, structuring, commercial transactions, disputes, trusts and estates, succession and asset protection planning. John has a Bachelor of Arts, Bachelor of Laws and a Master of Law. He is Chair of the Tax Institute’s Queensland’s State Council in addition to being a State Councillor. - Current at 12 February 2020
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Mark LOWIS
Mark works for Mills Oakley.
Current at 1 April 2017
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This was presented at 2016 Private Business Tax Retreat .

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