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Passing control of a business on insurable exit events paper

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Non Member Price: $75.00

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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 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 CTA
Photo of author, Matthew BURGESS Matthew co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 13 August 2018
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This was presented at Equity Holder Agreements & Buy - Sells .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Passing control of a business on insurable exit events

Author(s):  Matthew BURGESS

Materials from this session:

Shareholder's agreement - Checklist

Author(s):  Peter J MCKNOULTY

Materials from this session:

Further details about this event:

 

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