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Family succession planning – Governance and tax issues presentation

Published on 21 Nov 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overarching documents (including family constitution)
  • governing documents
  • estate planning documents
  • restructure considerations
  • interaction
  • consequences of failure to implement.

Author profile

Benjamin Wilson CTA
Ben Wilson, CTA is a partner with law firm Cosoff Cudmore Knox. He has a wide range of experience in corporate and commercial transactions and in advising clients on estate planning and business succession planning issues. He acts for high net wealth individuals, family groups and large corporate entities with businesses in a range of industries. - Current at 30 August 2017
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This was presented at Family Tax Planning for SMEs .

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Individual sessions






Division 7A: Change is on the horizon

Author(s):  Lisa Pritchard

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