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


7th February 2019

Duration:  1.5 hours

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

Our presenter

Greg Russo, Partner, Featherbys Lawyers, Rosebud, Vic.

Greg Russo is a partner at Featherbys Lawyers. He is a LIV Wills and Estates Accredited Specialist, a Member of the LIV Specialist Accreditation Education Advisory Committee and the LIV Wills and Estates Advisory Committee. In the last few years he has organised, chaired, moderated and presented at a number of LIV events, mainly in the area of Wills and Estates. 


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.

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:
Product Code: WBFFEB19
 Price:  $264.00 (Inclusive of GST)
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