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  Miscellaneous 2007

Succession planning for high net worth taxpayers case studies

Source: South Australia

Published Date: 19 Oct 2007

 

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This case study set reviews the issues and strategies relevant to succession planning for high net worth taxpayers. Topics covered in these case studies include:

  • Power of appointment addressed in trust deeds and in Wills
  • Impact of new superannuation measures on succession planning
  • The use and abuse of testmentary trusts including recent developments
  • Use of options to deal with specific assets owned by companies and trusts
  • Tax effective restructuring to achieve succession outcomes
  • CGT and stamp duty considerations
This paper includes two case studies and solutions.
Author(s)

Individual Session

Succession planning for high net worth taxpayers

Author(s): Peter Slegers
Materials from this session:

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Details

  • Published By: Peter Slegers
  • Published On:19 Oct 2007
  • Took place at:Franklin Parade, Encounter Bay, Victor Harbor

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2007

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