Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
82052
Recorded Webinars

Recorded Webinar: CGT and Other Tax Issues in Estate Planning and Business Succession

There are changes in the way that families arrange for succession of the family business, with it becoming more common for the older generation to pass control but not ownership of the business assets as a form of asset protection. This session considers the CGT and other tax iss
PRESENTED BY Greg Russo Partner - Featherbys Lawyers

Date/Time

About the Webinar

There are changes in the way that families arrange for succession of the family business, with it becoming more common for the older generation to pass control but not ownership of the business assets as a form of asset protection. This session considers the CGT and other tax issues that arise as a consequence and how these can be managed, including:

  • Inability to use the Division 152 retirement exemption and 15 year exemption

  • Disqualification as a small business entity at the time that the CGT event is triggered

  • Contractual strategies to safeguard interests and for asset protection purposes:

    • leases with options

    • binding financial agreements

    • mortgage and vendor finance

  • Practical examples:

    • what happens if a beneficiary buys assets out of the estate – does this qualify for a rollover?

    • application of Division 128 to pre-CGT assets or bonus/free shares

Presented By

Greg Russo
Partner, Featherbys Lawyers Victoria

Greg Russo is a partner at Featherbys Barristers and Solicitors. He is a member of STEP, a LIV Wills and Estates Accredited Specialist and the current Joint Chari of the LIV Specialist Accreditation Education Advisory Committee and the LIV Wills and Estates Advisory Committee.

He has a particular interest in estate administration and litigation, complex estate planning, superannuation and trust succession and associated taxation issues.

He is recognised in Doyles as both a Leading Wills and Estates Litigation Lawyer and a Recommended Wills, Estate and Succession Planning Lawyer in Victoria.

He regularly organises, chairs, moderates and presents CPD events for the LIV. Legalwise and other CPD event providers, in the area of Wills and Estates.

Greg holds a Bachelor of Laws from Monash and a Science degree (Pure Mathematics) from Monash University.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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]

Go to top