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Strategies in business succession planning paper

Published on 26 Mar 14 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • why is succession planning important?
  • insurance funded buy sell agreements
  • considerations in establishing a buy sell agreement
  • further insurance solutions
  • insurance ownership
  • what if insurance funding is not available?
  • CGT issues on policy ownership and following receipt of the proceeds.

Author profiles:

Patrick Ellwood
Current at 08 April 2014 Click here to expand/collapse more articles by Patrick Ellwood.
 
Author Photo - Matthew BURGESS
Matthew BURGESS

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This was presented at 29th National Convention .

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Individual sessions


Independent review and dispute resolution

Author(s):  Deborah HASTINGS

Materials from this session:

Alternative dispute resolution and the Australian Taxation Office

Author(s):  Judy SULLIVAN

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Commissioner's address

Author(s):  Chris JORDAN

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