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Tag: Wills Estates Succession Planning

Setting up companies and trusts proves a tax trap for winemakers

Winemakers can run into significant tax problems after transferring their businesses to a company or trust structure. While income tax relief may be available on the transfer of the business…

Understanding Agribusiness Succession and Asset Protection

It's important to have a succession plan in place. Especially when it comes to families engaged in agribusiness, as asset protection and estate planning can often be a particularly difficult…

Could the ATO Inadvertently Become a Beneficiary Under Your Will?

Avoid the common misconception that no tax is payable on the transfer of assets on death to beneficiaries under a WillIt is commonly assumed that no tax is payable on…

Succession Planning for Blended Families

Succession Planning - It's a must.Many clients avoid succession planning, particularly in even the simplest blended family situations where there are children from previous relationships for example, as they cannot…

Writing Testamentary Trusts into your Will

A Testamentary Trust allows for greater flexibility to fit your particular circumstanceSignificant wealth has been created in the current generation. Passing wealth to beneficiaries absolutely on death exposes the inheritance…

Why You Need a Succession Plan in Place

Whatever your family circumstances, or the structure of the business, the key is to have a plan.  Have the discussion. The succession plan can begin simply, and be updated over time…

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