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Recorded Webinars
Recorded Webinar: Taking Care of the Family Business in the Estate Plan
At some point, all business owners will need to consider their departure from business life, whether it be by choice or by circumstance. This session explores some of the practical challenges that can arise in business succession planning and examines how they can be managed in a
PRESENTED BY
Romy Fulljames
Associate, Brandon
Date/Time
About the Webinar
At some point, all business owners will need to consider their departure from business life, whether it be by choice or by circumstance. This session explores some of the practical challenges that can arise in business succession planning and examines how they can be managed in a tax effective way. It covers:
- Passing on to the next generation:
- Effective use of family constitutions
- Dividing up the estate when only some of the kids are interested in the family business
- Multiple families owning a business asset – allocating across the children
- Using buy/sell agreements – whose names should be on the contract?
- When to consider a management buyout:
- Funding the buyout – what are the options?
- Using the small business CGT concessions
- Understanding the similar business test
Presented By
Romy Fulljames
Associate, BrandonWho Should Attend?
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CPD Information
This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
Accountants can claim 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. Lawyers can claim 1 CPD unit/point – substantive law .
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]