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.
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
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