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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 is a Tax Partner at Mutual Trust with over 30 years experience in tax, asset protection, estate and 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. Paul also contributes to The Tax Institute’s book, Estate and Business Succession Planning.
- Current at
12 April 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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