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Live Webinars

Live Webinar: Tax Aspects of Succession Planning in Business

Succession planning for a business can encompass a number of differing options, which can include the selling of assets, retirement considerations and whether family members or other key personnel are ready and willing to step up into new roles. With those options come the tax imp
PRESENTED BY Andy Milidoni Partner - Johnson Winter & Slattery , Sydney

Date/Time

Tuesday 30th July 2024
Vic, NSW, Qld, ACT, Tas: 11.00am to 12.00pm
SA & NT: 10.30am to 11.30am
WA: 9.00am to 10.00am

About the Webinar

Succession planning for a business can encompass a number of differing options, which can include the selling of assets, retirement considerations and whether family members or other key personnel are ready and willing to step up into new roles. With those options come the tax implications to consider. This session explores the topic, including:

  • Situations when a new structure may be beneficial and the processes available to minimise the tax impact of a change
  • How a trust split may be of use in a succession plan and the tax consequences of implementing
  • (TD 2019/14)
  • The tax consequences of issuing shares to family members for little or no consideration and strategies to minimise the tax impact
  • Utilising the small business CGT concessions for transfer of assets to associated parties
  • The tax implications of equity arrangements for incentivizing third party employees skilled beyond the family’s capacity, including:
    • employee share schemes
    • phantom equity
  • Case study

Presented By

Andy Milidoni
Partner, Johnson Winter & Slattery Sydney, NSW

Andy specialises in all aspects of taxation and revenue law, trust law and some aspects of superannuation law.  He routinely advises on trust matters including those arising from estate planning, wealth and business structuring.

Andy has acted for clients in respect of private ruling applications and their tax disputes with both the ATO and the State Revenue Offices in respect of income tax, GST, stamp duty, payroll tax and land tax matters.

Who Should Attend?

This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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