Your shopping cart is empty

Business succession - Demystifying buy-sell agreements paper


This paper covers:

  • what is business buy-sell agreement?
  • why do we need buy-sell agreements?
  • what do the various buy-sell models look like?
  • what if I can't get the insurance that I want?
  • contractual and drafting considerations
  • CGT on life insurance proceeds
  • CGT on trauma cover
  • where does the cash go?
  • fixed/bare trusts
  • using superannuation funds to finance buy-sell agreements.

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul Hockridge, CTA, is Head of Tax Advisory at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years' experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australian and New Zealand and is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne. He sits on The Tax Institute’s Victorian Technical Committee and the FBT and Employment Taxes Committee 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. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences. - Current at 15 February 2018
Click here to expand/collapse more articles by Paul HOCKRIDGE.


This was presented at Succession Planning Masterclass .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

Materials from this session:

Further details about this event:


Copyright Statement
click to expand/collapse