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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 CTA
Photo of author, Paul HOCKRIDGE Paul is a Tax Partner at Mutual Trust with over 30 years experience in tax, asset protection, estate and succession planning, FBT and salary packaging. Paul specialises in advising high-wealth families and closely held businesses as well as many accounting and law firms. Paul teaches in the Masters program in the Law School at the University of Melbourne and has been involved in consultation with both federal and state governments on a variety of tax matters. Paul also contributes to The Tax Institute’s book, Estate and Business Succession Planning. - Current at 12 April 2017
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This was presented at Preserving and Passing on the Family Wealth: Minding the Family's Wealth .

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Individual sessions

Insolvency issues

Author(s):  Trevor MACLEAN

Materials from this session:

Third parties and insolvency in family law

Author(s):  Rose LOCKIE

Materials from this session:

Further details about this event:

 

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