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
the use of insurance trusts.
Paul Hockridge FTIA is a Tax Partner at Deloitte with over 30 years
experience in Tax, asset protection, estates-succession planning,
FBT and salary packaging. Paul specialises in advising high wealth
families and closely held businesses and advises mainly accounting
and law firms. Paul is a member of various professional association
committees and has been involved in consultation with both Federal
and State Governments on a variety of tax matters. Current at 17 October 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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