Family Wealth Unlocked: Practical Control, Succession & Tax Strategies for SMEs

$99.00

Family-owned businesses and investment structures often hold significant wealth but much of it remains "locked" for reasons of tax efficiency, asset protection, or the need to retain control. This session explores how families can both unlock wealth when needed and establish enduring mechanisms for multi-generational wealth stewardship.

We’ll look beyond immediate liquidation strategies and show how unlocking wealth can involve careful planning, structured processes, and governance frameworks. From dividends and asset transfers to long-term control mechanisms such as wills, memoranda of wishes, successor appointments, and governance terms embedded in Constitutions. We’ll provide a clear roadmap for both wealth extraction and wealth preservation.

Key legal and tax considerations will also be covered, including trustee decision-making duties, related-party benefit provisions, and the role of a corporate appointor. We will explore succession and exit planning tools, CGT implications for renouncing interests, and critical anti-avoidance rules.

Through practical insights and case studies, participants will gain strategies for navigating complex family dynamics, balancing control with flexibility, and ensuring long-term protection of wealth.

Complete the form below to view the recording of this event. If you encounter any issues, feel free to reach out to us at smart@sladen.com.au.