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Buy-sell agreements paper


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 is Tax Advisory Partner at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years' experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australian and New Zealand, is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne and is a chartered tax adviser. He sits on The Tax Institute’s FBT and Employment Taxes Committee and contributes to The Tax Institute’s book, Estate and Business Succession Planning. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences. - Current at 04 December 2019
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This was presented at Preserving and Passing on the Family Wealth: Minding the Family's Wealth .

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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:

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