Estate & Business Succession Planning, 7th Edition



Bernie O’Sullivan is to be commended on creating this invaluable resource for practitioners of the law, accounting and financial planning. Now in its seventh edition, after a very successful launch into the market, Estate & Business Succession Planning is one of the first widely available texts on the topic and is undoubtedly a fine addition to the library of the busy planning professional.

Available in both hard copy and online, this publication has proven to be a very useful tool for both the experienced and less experienced adviser in the area of estate and business succession planning.

I would invite the less experienced adviser to peruse the contents pages, which demonstrate the broad scope of the issues that need to be considered in rendering quality advice to clients. The experienced practitioner will find it a very worthwhile and up-to-date aide-mémoir.

This text is practical, clearly expressed and based on a sound appreciation of the law in all Australian jurisdictions. Further, readers are encouraged to enquire more widely through relevant footnote references to the cases and professional articles.

Lastly, trusts, superannuation funds and family law are comprehensively considered. This is a significant and valuable point of difference from many other texts on this topic, as these structures play an increasingly important role in modern family wealth accumulation.



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