Business Succession - Tax and Funding - Recording

Two of the issues that are constant across so many owner controlled businesses are the taxation issues that are triggered when transfers of ownership occur and the need to ensure that funding is found to achieve the realisation goals of the business principals. This sessions explores these 2 key issues.

This session will be updated with any changes that have arisen from the recent budget announcement so you will have the latest strategies and information.

At the end of this session, you will be able to:

• Identify and implement options for Business Succession
• Understand how succession as part of an evolving strategic business plan
• Identify two main intra-business agreements
• Identify tax issues on realisation
• How to transferring business wealth to superannuation
• Explain non-insurance funded business succession agreements
• Understand non-insurance funded succession agreements
• Identify issues with insurance policies
• Explore the terms of a funded buy-sell agreement

Detailed notes and case studies used during the presentation will be forwarded to delegates prior to the session for review.

Who should attend?

• Accountant in small to medium public practice firms
• Private client services divisions of medium to larger firms
• Accountants in SMEs
• Financial planners