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.
Who should watch
Tax advisors, financial planners, tax agents, accountants, lawyers and those who advise family-owned businesses
Level of expertise
This webinar is for persons with knowledge and interest in family-owned businesses.
COST: $99.00
If you register more than one attendee, discounts apply:
2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
6 attendees - $480 (normally $594, saving $114)
7 attendees - $550 (normally $693, saving $143)
8 attendees - $610 (normally $792, saving $182)
9 attendees - $680 (normally $891, saving $211)
10 attendees - $730 (normally $990, save $260)
Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.
You can register up to 10 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.
Presenter
Daniel Smedley, Principal
Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes.
He is a regular presenter at state and national industry conventions, conferences and workshops.
View Daniel’s full profile here