Your shopping cart is empty

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 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
Click here to expand/collapse more articles by Paul HOCKRIDGE.


This was presented at Blue Series Seminar: Estate & Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Trusts and wills - latest developments

Author(s):  Bruce COOK

Materials from this session:

Buy Sell Agreements - Tax Update

Author(s):  Paul HOCKRIDGE

Materials from this session:

Life and deceased estates - some practical issues

Author(s):  Brett DAVIS

Materials from this session:

Recent tax changes effecting deceased estates

Author(s):  Michael FLYNN

Materials from this session:

Further details about this event:


Copyright Statement
click to expand/collapse