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Buy-sell agreements paper

Published on 15 Nov 05 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • how to hold insurance to fund transfers of equity on death, TPD or trauma
  • avoiding contracting traps
  • the use of superannuation funds to hold insurance policies
  • avoiding CGT problems
  • recent developments
  • the use of insurance trusts.

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 Preserving and Passing on the Family Wealth: Minding the Family's Wealth .

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

Individual sessions

Insolvency issues

Author(s):  Trevor MACLEAN

Materials from this session:

Third parties and insolvency in family law

Author(s):  Rose LOCKIE

Materials from this session:

Further details about this event:

 

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