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Buy-sell agreements and key man insurance paper

Published on 12 Oct 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper provides a scrutiny of key tax and commercial issues associated with buy-sell agreements, which provide for the transfer of equity between proprietors in the event of death, trauma, or disability, with special focus on:

  • self insurance and insurance trusts
  • using super funds for this purpose
  • share buy-back and unit redemption traps
  • when equity is held by trusts but insurance proceeds are paid to individuals.

Author profile:

Author Photo - Paul HOCKRIDGE
Paul HOCKRIDGE
Paul Hockridge FTIA is a Tax Partner at Deloitte with over 30 years experience in Tax, asset protection, estates-succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses and advises mainly accounting and law firms. Paul is a member of various professional association committees and has been involved in consultation with both Federal and State Governments on a variety of tax matters.
Current at 17 October 2008
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This was presented at 46th Victorian State Convention: Feast of Delicacies .

Get a 20% discount when you buy all the items from this event.

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