Estate planning Succession 2020

Passing control of family business " Commercial & tax considerations

Source: Western Australia

Published Date: 28 Feb 2020

 

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This paper covers:

  • succession planning - picking the right successor
  • picking the right time to talk succession with your client
  • ethical dilemma for advisors
  • transfer of shares
  • procedure of transferring shares
  • personal guarantees - do not forget them.

Individual Session

Passing control of family business - Commercial & tax considerations

Author(s): Yikai Hoe

Details

  • Published By: Yikai Hoe
  • Published On:28 Feb 2020
  • Took place at:The Melbourne Hotel, Perth

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 2020

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