Miscellaneous 2022

Handing over to the next generation

Source: QLD

Published Date: 24 Nov 2022

 

Succession planning and dealing with intergenerational businesses can often be one of the most complex area for practitioners in the Private Groups space. The commercial and family dynamics regularly drive the outcomes, with tax considerations being secondary to the main objectives. This presentation covers off some of the common tax and commercial considerations in transitioning businesses between generations and family members, including:

  • Remuneration of family members active in business operations
  • Dealing with pre and post CGT shares or trust interests [including K6 Events]
  • CGT Rollovers
  • Share buy-backs and dividend stripping
  • Establishing Family and Corporate Boards and;
  • Protecting remaining shareholders or beneficiaries.

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Individual Session

Handing over to the next generation

Author(s): Jonathan Ortner

Details

  • Published By: Jonathan Ortner
  • Published On:24 Nov 2022
  • Took place at:Palazzo Versace Gold Coast & Online

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Miscellaneous 2022

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