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Buy-sell agreements and key man insurance presentation

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

This presentation 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

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging. - Current at 26 September 2017
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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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Corporate distributions and capital management issues

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

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Defending the trust ramparts

Author(s):  Graeme HALPERIN

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Further details about this event:

 

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