Business succession planning
Publication date: 14 Nov 01
Source: SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Abstract:
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 CTABernie O’Sullivan, CTA, is Principal of Bernie O’Sullivan Lawyers (www.boslawyers.com.au), an independent law firm that specialises in wealth succession. He advises individuals and their advisers in regard to estate planning, superannuation, family trusts and business succession, and acts in disputes relating to these arrangements.
Current at 18 February 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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- Business succession planning
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Estate planning : case studies
Author(s): Bernie O'SULLIVAN
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- Business succession planning: case studies
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