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Business succession agreements - legal issues paper

Published on 03 Mar 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • why have a buy-sell agreement
  • outline of buy-sell agreements
    • mandatory vs optional agreements
    • trigger events
  • CGT issues in relation to timing of CGT Events
  • CGT issues relating to non arm's length dealings
  • who bears the insurance risk
  • renewal / updating of agreed valuations.

Author profile:

John Levy CTA
John is principal of his own commercial and tax legal practice John Levy Lawyers. John has particular expertise in structuring business enterprises, documenting asset acquisitions and advising a broad range of tax and revenue (including income tax, capital gains tax and stamp duty). Current at 20 July 2012 Click here to expand/collapse more articles by John LEVY.
 

This was presented at Business Succession Agreements - Are your Clients Covered?.

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Individual sessions

Business succession agreements - legal issues

Author(s):  John LEVY

Materials from this session:

Business succession and buy-sell agreements

Author(s):  Grant EDWARDS

Materials from this session:

Business succession agreements are your clients covered?

Author(s):  Grant EDWARDS,  John LEVY

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