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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 of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging. - Current at 26 September 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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