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Business succession - Demystifying buy-sell agreements paper

Published on 28 Sep 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

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
Paul Hockridge FTIA is a Tax Partner at Deloitte with over 30 years experience in Tax, asset protection, estates-succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses and advises mainly accounting and law firms. Paul is a member of various professional association committees and has been involved in consultation with both Federal and State Governments on a variety of tax matters.
Current at 17 October 2008
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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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