Miscellaneous 2009

Dealing with blended families as part of succession planning

Source: Western Australia

Published Date: 17 Sep 2009

 

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Note: This paper is an updated version of the paper presented at the National Convention in March 2009 held in Sydney.

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 to structuring a will
  • dealing with superannuation death benefits
  • passing control of discretionary trusts.

 

Individual Session

Dealing with blended families as part of succession planning

Author(s): Daniel Fry , Reagan Gruenthal

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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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