Estate planning Succession 2015

Business (and family office) restructuring pre-death

Source: South Australia

Published Date: 13 Nov 2015

 

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This paper covers:

  • existing need vs increasing need to transition sooner
  • non-tax client objectives as restructure considerations
  • what tools do we have in our tool box?
  • case study 1 - transfer of family business to next generation
  • case study 2 - family office a company held by one discretionary trust.

Individual Session

Business (and family office) restructuring pre-death

Author(s): Sonia Mascolo
Materials from this session:

Details

  • Published By: Sonia Mascolo
  • Published On:13 Nov 2015
  • Took place at:Stamford Plaza, Adelaide

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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Estate planning Succession 2015

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