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 is Tax Advisory Partner at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years' experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australian and New Zealand, is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne and is a chartered tax adviser. He sits on The Tax Institute’s FBT and Employment Taxes Committee and contributes to The Tax Institute’s book, Estate and Business Succession Planning. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences. - Current at 04 December 2019
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