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Buy-sell agreements presentation

Published on 15 Nov 05 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • how to hold insurance to fund transfers of equity on death, TPD or trauma
  • avoiding contracting traps
  • the use of superannuation funds to hold insurance policies
  • avoiding CGT problems
  • recent developments
  • the use of insurance trusts.

Author profile:

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
Click here to expand/collapse more articles by Paul HOCKRIDGE.
 

This was presented at Preserving and Passing on the Family Wealth: Minding the Family's Wealth .

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

Individual sessions

Insolvency issues

Author(s):  Trevor MACLEAN

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Third parties and insolvency in family law

Author(s):  Rose LOCKIE

Materials from this session:

Further details about this event:

 

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