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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 30 August 2017

 

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:

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