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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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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 partner of one of Australia's leading independent law firms for over 12 years. Matthew's passion is helping clients successfully achieve their goals. Matthew specialises in tax, asset protection, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and was recognised in the "Best Lawyers" list for 2014 in relation to trusts and estates. As an author, Matthew is widely recognised as an expert in his field, who constantly creates bespoke revenue-related strategies for the growth, management and protection of wealth. Matthew is regularly published in Australia's leading monthly tax journal, The Tax Institute's Taxation in Australia (six articles since 2012), and the leading weekly tax journal, Thomson Reuters' Weekly Tax Bulletin (10 articles since 2012). He has also written five legal books, one business book and 16 children's books. - Current at 23 April 2014
Click here to expand/collapse more articles by Matthew BURGESS.

 

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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