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Buy-sell agreements - tax update


Topics covered include: exploration of different methods; insurance proceeds trusts; timing issues - S.160U(3), put-call options, condiditons precedent; CGT Treatment & TLIP: life v trauma and TPD; self insurance v cross insurance v pooling.

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE 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
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This was presented at Blue Series Seminar: Estate & Business Succession Planning .

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Individual sessions

Trusts and wills - latest developments

Author(s):  Bruce COOK

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Buy Sell Agreements - Tax Update

Author(s):  Paul HOCKRIDGE

Materials from this session:

Life and deceased estates - some practical issues

Author(s):  Brett DAVIS

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Recent tax changes effecting deceased estates

Author(s):  Michael FLYNN

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