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Demystifying buy-sell agreements paper

Demystifying buy-sell agreements paper

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Non Member Price: $75.00

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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

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

More by Paul HOCKRIDGE

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Division 7A: Hotspots with common structures and strategies paper - 11-October-2012
Business succession planning for private business paper - 31-July-2012
Tax and partnerships paper - 06-October-2011
Business succession - Demystifying buy-sell agreements paper - 28-September-2010
Getting value out of companies - Part 1 paper - 27-August-2009
Buy/ sell and key man insurance paper - 18-October-2008
Succession planning: Demystifying buy sell agreements paper - 15-August-2008
Trust cloning - a practitioner’s perspective paper - 29-April-2008
Business buy sell agreements paper - 14-March-2008
Buy-sell agreements and key man insurance paper - 12-October-2007
Alternative remuneration - what will it take to keep my employee? paper - 08-August-2007
Buy-sell agreements paper - 15-November-2005
Tax: divorce and property settlements paper - 07-October-2005
Consolidations: It's now law. What it means for SMEs - 01-March-2003
Consolidation: steps to consolidate - 26-November-2002
GST , FBT and salary packaging - 09-May-2000
Tax Effective Divorces - 27-July-1999
Tax effective divorces - 27-July-1999
Review of Business Taxation: Implications for Trusts - 16-March-1999
Buy-sell agreements - tax update - 16-July-1998
Developments in salary packaging - 23-February-1998
Tax aspects of Buy-sell agreements - 30-July-1997
Workshop (d) individuals - 30-April-1997
Fringe Benefits Tax - Opportunities and new developments - 25-February-1997
Fringe Benefits Tax - Opportunities and new developments - 25-February-1997
Fringe benefits tax - 06-March-1996
Debt forgiveness - case studies - 28-September-1995
Trusts - special issues - 01-January-1993
Year end tax planning - 01-January-1993
CGT - recent developments - 01-January-1993
Capital gains tax aspects of buying and selling a small business - 01-January-1992
Year end tax planning for practitioners and their clients - issues affecting clients - 01-January-1992
Issues affecting clients - 01-January-1991

Click here to expand/collapse more articles by Paul HOCKRIDGE.

This was presented at Practical Issues for Succession Planning .

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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