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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:

Author Photo - Paul Hockridge CTA
Paul Hockridge CTA
Paul is a Tax Partner at Mutual Trust with over 30 years' experience in tax, asset protection, estate succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses as well as many accounting and law firms. Paul teaches in the Masters program in the Law School at the University of Melbourne and has been involved in consultation with both federal and state governments on a variety of tax matters. Current at 08 July 2015 Click here to expand/collapse more articles by Paul HOCKRIDGE.
 

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:

Further details about this event:

 

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