This event is for FBA Advisor Members only.
Advisor Connect is a monthly event designed to support your ongoing professional development in family business advising, while building connections with fellow FBA Advisor Members across multiple disciplines.
Each event centres on a key theme which shapes the speakers, discussions, and learnings throughout the session. It’s an opportunity to deepen your understanding of others’ expertise, share insights, and uncover collaborative opportunities that will benefit you and the family businesses you support.
This hybrid event will be held in-person at KPMG, Perth and also online. To join online the link will be provided when you register.
Topic: From Build to Exit: Navigating Tax in Succession and Strategic Transition
In this session, KPMG tax specialists Rebecca Chivers and Jason Gaudoin will cover key discussion points for your clients looking to exit their private business. In this session we will cover:
- Common business structures – trusts versus companies;
- Tax issues unique to trusts;
- Structuring the business sale – asset sale vs share sale;
- Business sales – key tax areas, exit strategies and maximising value for owners;
- Deploying capital following exit – common structures and topical tax issues.
We will also briefly cover the Federal Budget announcements and how the Budget may impact owners when making structuring, business sale and capital deployment decisions.
Speakers
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Rebecca Chivers |
Rebecca is a Partner in KPMG’s Business & Tax Advisory team. With over 15 years’ experience working with families, Rebecca supports families through the business lifecycle from the start-up phase and getting operating and investment structures right, through to expansion of the business, and exit – including sale, retirement or transition to the next generation. Rebecca is particularly passionate about estate planning and working with families to ensure that their private investments, business affairs and family dynamics are considered holistically from a tax, asset protection and succession perspective.
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Jason Gaudoin |
Jason is a Director in KPMG’s Business & Tax Advisory team with over 20 years of experience providing specialist tax consulting & advisory services to private and family-owned businesses across Western Australia, spanning a diverse range of industries. He specialises in guiding family businesses and private companies through complex tax issues, structuring, business sales, ATO audits, employment taxes and tax governance.
Why Attend Advisor Connect
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Expand your network and connect with like-minded professionals who share your passion for supporting family businesses.
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Gain practical insights and strategies from experienced speakers on topics that matter most in family business advisory.
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Explore opportunities and collaborate with other advisors to strengthen the services you provide and challenge your way of thinking
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Stay ahead, keeping up-to-date with evolving best practices in advising family businesses.
As an FBA Advisor Member you are eligible to attend any advisor events across Australia and New Zealand
Not an FBA Family Business Accredited Advisor?
Becoming an FBA Accredited Advisor gives you the essential knowledge, skills, and practical tools to confidently support family businesses as they navigate growth, succession, and complex dynamics.
By engaging with a trusted community of professionals, you’ll stay informed on best practices, share experiences, and continue to grow your capability as an advisor. You’ll also be part of a supportive network dedicated to helping family businesses thrive for generations to come.
Learn more and become an Accredited Advisor today.
