Miscellaneous 2009

Dealing with blended families as part of succession planning

Source: National

Published Date: 12 Mar 2009

 

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With approximately one in five families in Australia being a blended family, this paper focuses on the succession planning issues that arise including:

  • the different approaches
  • mutual wills
  • passing control of family trusts
  • avoiding family trust distribution tax
  • dealing with superannuation death benefits.

Individual Session

Dealing with blended families as part of succession planning

Author(s): Daniel Fry , Reagan Gruenthal

Details

  • Published By: Reagan Gruenthal, Daniel Fry
  • Published On:12 Mar 2009
  • Took place at:Sydney Convention & Exhibition Centre and Doltone House

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 2009

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