Published on 14 Apr 08
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This presentation covers:
an overview of buy/sells
CGT treatment of life and trauma proceeds
who should hold insurance?
CGT on non-arm's length transfers
using superannuation funds
deductibility of premiums
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.
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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