Business succession planning

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Non Member Price: $15.00

Publication date: 14 Nov 01


This powerpoint presentation discusses business succession planning and answers the questions: what are the taxation issues that surround buy/sell agreements?; what are the events that trigger a buy/sell agreement?; how can the buy out be funded?; life insurance policies - how should they be owned?

Author profile:

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers (, an independent law firm that specialises in wealth succession for individuals, families, business owners, self-managed superannuation funds and family trusts. We help clients plan succession of wealth from one generation to another, all supported by our tax and litigation services. Our superannuation lawyers advise on all SMSF issues including complex investment transactions. We provide training and education to accountants, financial planners and financial institutions wishing to talk to their clients about superannuation, trusts and estate & business succession planning.
Current at 01 November 2013
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This was presented at Estate and Business Succession Planning.

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Business succession planning
Author(s):  Bernie O'SULLIVAN

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Estate planning : case studies
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