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Business succession and buy-sell agreements paper

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

This paper covers:

  • discussion of funding options
  • insurance options:
    • self-owned policies
    • cross-owned policies
    • insurance trust arrangements
  • structuring insurance cover through superannuation
  • deductibility of premiums.

Author profile:

Grant Edwards CTA
Grant Edwards is a Principal of Edwards Marshall Financial Solutions based in Adelaide and provides advice on superannuation, client structures, risk management and investments. Current at 03 March 2009
 

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

Materials from this session:

Further details about this event:

 

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