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Practical, operational succession planning strategies
Controlling succession with planning, matching structure with succession, efficiently pass control / ownership, maintaining asset protection, using CGT small business concessions, and your role in finding all the succession pieces. Read more
Streaming trust distributions and winding up structures
Discussion on streaming particular classes of income, income vs capital distributions, treatment of trust expenses, planning ahead to fully utilise the small business CGT concessions, and unit . Read more
Helping clients build strong families
Neville Cox discusses gender differences, ingredients of a healthy family, managing money, raising children and other factors that can help clients prevent family issues. Read more
DIVIDED PROPERTY: Managing Tax Issues in Family Law Property Divisions
Arlene Macdonald of Edmund Barton Chambers discusses tax issues in family division. Read more
Practical measures to help clients build strong families
Ivan Ang discusses what can we do as advisers to assist our clients to prevent marriage breakdowns, “Black sheep” children and contested estates. Read more
Asset Protection Planning
Detailed paper and presentation on planning issues that impact on achieving asset protection for people whose occupation or circumstances places them at risk. Read more
Family governance: Mitigating internal risks against family estates
Robert Powell discusses the components of governance, success and failure of family businesses passing to succeeding generations, reasons for failure, causes of conflict and obstacles, and importance of a constitution. Read more
Structuring discretionary trusts for succession and asset protection
Daniel Smedley discusses traps with multiple trust family groups, implications of family trust elections, control of the trust in light of recent case law attacks and challenges for the second and third generation in the context of trusts. Read more
Partnerships of discretionary trusts
Matthew Burgess outlines the context and history of partnerships of discretionary trusts along with coverage of ancillary taxes, professional requirements, documentation, ATO approach, restructures and examples. Read more