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Passing control of a business on insurable exit events - Ensuring fair outcomes paper

Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • an overview of buy-sell agreements
  • self insurance - the preferred model?
  • superannuation (including SMSF) policy ownership
  • common 'cross-insurance' arrangements between shareholders
  • insurance in a special purpose trust
  • CGT issues on policy ownership and following receipts of the proceeds.

Author profile:

Matthew BURGESS

Click here to expand/collapse more articles by Matthew BURGESS.
 

This was presented at 18th National Tax Intensive Retreat .

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Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:







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