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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 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 30 August 2017
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This was presented at Succession Planning Masterclass .

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Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

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