Succession Planning - July 2024 (3 Hours of CPD)

Many businesses are being run by owners who wish to see the business continue following their retirement or death. But to ensure that this happens smoothly there is a lot of planning that needs to take place and the accountant is best placed to facilitate and lead that planning. 

In this session, Jo-anne Hotston will tease out all the issues around succession planning for business owners and offer up options for solutions that you can help put in place.

Specifically, it covers:

• Equity buy out/Share buy backs
• Mutual wills
• Accessing Div 115, 50% discount
• CGT event K6 and Division 149
• Direct transfer of business assets
• Disposal by way of:
• Inter vivos disposition or
• Testamentary transfer
• And much more...

What's Included?

• 90 Days of Recording Access (Unlimited Views)
• Instant access to the recording and slides
• 3 hours of CPD + Certificate
  
• Included Q&A session