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Setting the scene - Laying the foundations presentation


This presentation covers:

  • understand the family and business
  • genograms v structuregrams
  • client objectives
  • considerations for advisers
  • different perspectives.

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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Murray Howlett CTA
Murray is a Director of the Taxation and Superannuation Services division of Pilot Partners and has practised as a professional business and taxation adviser since 1993. His focus is on providing specialist taxation expertise to his clients. This includes not just advising on the relevant structures and transactions, but ensuring that advice provided is fully and correctly implemented at the time and in the years that follow. - Current at 16 September 2015
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This was presented at Businesses on the Move: Relevant Restructuring .

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Individual sessions

Setting the scene - Laying the foundations

Author(s):  John Ioannou,  Murray HOWLETT

Materials from this session:

Further details about this event:


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