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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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Author Photo - Paul Hockridge CTA
Paul Hockridge CTA
Paul is a Tax Partner at Mutual Trust with over 30 years' experience in tax, asset protection, estate 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. Current at 08 July 2015 Click here to expand/collapse more articles by Paul HOCKRIDGE.

This was presented at Estate and Business Succession Planning.

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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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