Published on 12 Apr 02
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This seminar paper discusses the taxation issues that surround buy/sell agreements, the events that should trigger a buy/sell agreement, how can the buy out be funded, life insurance policies - how they should be owned, the valuation issues surrounding buy outs, pre-emptive rights and other succession mechanisms.
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning.
- Current at
26 September 2017