Succession Planning - July 2024 (3 Hours of CPD) 4 Hours CPD

Succession Planning - July 2024 (3 Hours of CPD) 4 Hours CPDMany 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

This Masterclass is a practical case study dealing with the GST implications of:

90 Days of Recording Access (Unlimited Views)

and Net Tangible Assets

and selecting the most suitable valuation methodology for each business and its specific circumstances

CGT and GST tips

and the provision of an appropriate engagement letter

as it relates to disclosure and compliance pertaining to income tax returns for individuals

Employees Vs Contractors

Retirement Exemption

and using assets for both business and private purposes

3 hours of CPD

Payday Super: Policy design details