Capital Gains Tax (CGT) Estate planning Succession

Preparing for retirement & succession planning

Source: QLD

Published Date: 5 Nov 2015

 

This presentation covers:

  • buy/sell agreements
  • timing of CGT events
  • Self v Cross Insurance
  • smendments to CGT rules for death compensation and TPD
  • subdivision 152-D retirement exemption where no proceeds
  • roll-over into superannuation if over 55
  • trusts with deemed capital gain but no income.

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Individual Session

Preparing for retirement & succession planning

Author(s): Michael Parker CTA

Details

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Capital Gains Tax (CGT) Estate planning Succession Trusts Income tax 2015

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