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Buy-sell agreements - tax update

Published on 16 Jul 98 by VICTORIAN DIVISION, THE TAX INSTITUTE

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
Paul HOCKRIDGE
Paul Hockridge FTIA is a Tax Partner at Deloitte with over 30 years experience in Tax, asset protection, estates-succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses and advises mainly accounting and law firms. Paul is a member of various professional association committees and has been involved in consultation with both Federal and State Governments on a variety of tax matters.
Current at 17 October 2008
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This was presented at Blue Series Seminar: Estate & Business Succession Planning .

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Trusts and wills - latest developments

Author(s):  Bruce COOK

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Buy Sell Agreements - Tax Update

Author(s):  Paul HOCKRIDGE

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Life and deceased estates - some practical issues

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Recent tax changes effecting deceased estates

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