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2017 SA Estate & Business Succession Planning Day

Friday, 15 September 2017 - 8:55 AM to
Friday, 15 September 2017 - 4:30 PM
Adelaide Convention Centre Riverbank Rooms, North Terrace, Adelaide, SA Australia
Event Coordinator: emmacollins@taxinstitute.com.au
     

Registration Time: 08:30:00 AM

Member Price: $575.00

Non Member Price: $895.00

CPD hours:6.50

Over the next 20 years there will be the biggest intergenerational transfer of wealth ever. Couple this with Australia’s ageing population and there’s no doubt your clients will need to talk to someone about estate and business succession planning; better it’s you!

The planning and conversations are definitely not easy though, as they will give rise to complex tax issues pre and post death. Our full day program will cover the broad scope of matters that you’ll need to carefully consider in order to render quality practical, asset protection and commercial advice to be that trusted advisor for your clients.

Hear from South Australia’s leading advisors and tax specialists as they address real world Estate and Business Succession Planning issues and opportunities.

Topics

- Introduction - Setting the Scene

- Preparing Your Business for Sale – “Laying it all Bare”

- Due Diligence

- Superannuation

- The Deal is Done – What Next?

- Documenting Succession Arrangements

- Valuations

Presenters

Alistair Hutson, CTA, PwC

Hugh McPharlin, Nexia Edwards Marshall

Nicole Santinon, Cowell Clarke

Peter Slegers, CTA, Cowell Clarke

Sean van der Linden, CTA, EY

Julie Van der Velde, CTA, VdV Legal

Ben Wilson, CTA, Cosoff Cudmore Knox

Brett Zimmermann, CTA, DW Fox Tucker Lawyers