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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
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
This was presented at Preserving and Passing on the Family Wealth: Minding the Family's Wealth .
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Buy-sell agreements
Author(s): Paul HOCKRIDGEMaterials from this session:
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Insolvency issues
Author(s): Trevor MACLEANMaterials from this session:
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Third parties and insolvency in family law
Author(s): Rose LOCKIEMaterials from this session:
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