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Tax aspects of Buy-sell agreements


This seminar paper concenrates on the transfer of interests in a business in the event of death or trauma (rather than the succession of children replacing parents on retirement). It assumes that to finacnce such a transfer the parties will take out some type of insurance.

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Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul is a Tax Partner at Mutual Trust with over 30 years experience in tax, asset protection, estate and succession planning, FBT and salary packaging. Paul specialises in advising high-wealth families and closely held businesses as well as many accounting and law firms. Paul teaches in the Masters program in the Law School at the University of Melbourne and has been involved in consultation with both federal and state governments on a variety of tax matters. Paul also contributes to The Tax Institute’s book, Estate and Business Succession Planning. - Current at 12 April 2017
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This was presented at Estate and Business Succession Planning .

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Individual sessions

Discretionary Trusts In the Context of Estate Planning

Author(s):  Bruce COOK

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Planning Issues Estate/Business Succession

Author(s):  Daniel BUTLER

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Tax aspects of Buy-sell agreements

Author(s):  Paul HOCKRIDGE

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