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Demystifying buy-sell agreements paper

Published on 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper was first delivered at the 2008 Tasmanian State Convention (17-18 October 2008). This paper covers:

  • what are buy-sell agreements and when are they needed?
  • which model to use
  • the triggering events
  • CGT issues
  • how to make the project quick and simple
  • traps to avoid.

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 Practical Issues for Succession Planning .

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