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Passing control of a business on insurable exit events paper

Published on 08 Jun 11 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • 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 receipt of the proceeds.

Author profile:

Matthew BURGESS

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

This was presented at Equity Holder Agreements & Buy - Sells .

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