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Recorded Webinars

Recorded Interactive Webinar: Tax Considerations for Family Business Succession and Sale: Exit or Pass it On?

Family business owners often face a critical question in their estate and succession planning: should the business be passed to the next generation, or is it time to sell and move on? Each pathway involves a range of tax considerations that can influence the outcome. This session
PRESENTED BY Daniel Smedley Principal - Sladen Legal , Melbourne

Date/Time

About the Webinar

Family business owners often face a critical question in their estate and succession planning: should the business be passed to the next generation, or is it time to sell and move on? Each pathway involves a range of tax considerations that can influence the outcome.

This session provides a practical overview of the main tax issues that arise when transferring a family business within the family or selling to an external party. It will outline the key concepts advisers should be aware of when helping clients choose between succession and exit options, including:

  • How tax rules can affect transfers of equity to family members
  • Considerations when selling shares or business assets to non-related parties
  • Approaches to extracting sale proceeds from a company in a tax-effective manner
  • Structuring issues when the business is operated through a discretionary trust or held via a trust structure
  • Common traps involving control changes in entities that own land or other significant assets
  • Managing loan account issues that arise as part of the broader decision-making process

Presented By

Daniel Smedley
Principal, Sladen Legal Melbourne, Vic

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria and is recognised by his peers in Doyles Guide as a leading lawyer in Taxation. He is also recognised in the Best Lawyers list published in the Australian Financial Review being awarded the lawyer of the year in Melbourne in Taxation in 2022 and in respect of Trusts and Estates and Wealth Management/Succession Planning this year.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

Who Should Attend?

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

CPD Information

Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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