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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 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
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This was presented at Practical Issues for Succession Planning .

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