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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 Hockridge, CTA, is Head of Tax Advisory 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 and is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne. He sits on The Tax Institute’s Victorian Technical Committee and the FBT and Employment Taxes Committee 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. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences. - Current at 15 February 2018
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This was presented at Practical Issues for Succession Planning .

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