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Shareholders' agreements - Checklist paper

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

This paper covers:

  • major issues
  • equity financing of the company
  • debt financing of the company 
  • share ownership and restrictions on transfers
  • buy/sell provisions: Forced disposition and acquisition of shares
  • termination
  • budgets.

Author profile:

Author Photo - Peter McKnoulty CTA
Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others to create a framework for the transition from business or full-time work to the next phase of their lives. TPA's belief is that everyone is entitled to a meaningful life after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. Current at 07 September 2016 Click here to expand/collapse more articles by Peter J MCKNOULTY.
 

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

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