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Buy-sell agreements and key man insurance paper


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 CTA
Paul Hockridge CTA
Paul is a Tax Partner at Mutual Trust with over 30 years' experience in tax, asset protection, estate succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses as well as many accounting and law firms. Paul teaches in the Masters program in the Law School at the University of Melbourne and has been involved in consultation with both federal and state governments on a variety of tax matters. Current at 08 July 2015 Click here to expand/collapse more articles by Paul HOCKRIDGE.

This was presented at 46th Victorian State Convention: Feast of Delicacies.

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Individual sessions

Innovative capital raisings

Author(s):  Paul ABBEY

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Corporate distributions and capital management issues

Author(s):  Tim NEILSON

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The Commissioner's Role in Interpreting Tax Law and Emerging Issues for Advisers

Author(s):  Jennifer BATROUNEY

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Defending the trust ramparts

Author(s):  Graeme HALPERIN

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