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Tax aspects of Buy-sell agreements

Published on 30 Jul 97 by VICTORIAN DIVISION, THE TAX INSTITUTE

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.

Author profile:

Paul HOCKRIDGE
Paul Hockridge FTIA is a Tax Partner at Deloitte with over 30 years experience in Tax, asset protection, estates-succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses and advises mainly accounting and law firms. Paul is a member of various professional association committees and has been involved in consultation with both Federal and State Governments on a variety of tax matters.
Current at 17 October 2008
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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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