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 CTA , Reagan Gruenthal

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