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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:

Author Photo - Paul Hockridge CTA
Paul Hockridge CTA
Paul is a Tax Partner at Mutual Trust with over 30 years' experience in tax, asset protection, estate 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. Current at 08 July 2015 Click here to expand/collapse more articles by Paul HOCKRIDGE.

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

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:

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