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Taxation & funding of the business will paper

Published on 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • business overheads cover
  • revenue purpose cover
  • capital purpose cover
  • self owned
  • spouse owned
  • Continuing business owner owns policy
  • business entity owns the policy
  • bare trust owns the policy
  • superannuation fund owns policy
  • premium deduction/benefit assessibility
  • commercial debt forgiveness.

Author profile:

Jeffrey Scott
Jeffrey Scott has been in the insurance industry for 25 years and is a regular media commentator on the topics of insurance, superannuation and finance. Jeffrey has conducted over 1,000 presentations across Australia, Fiji, Indonesia, Malaysia, New Zealand, the US and Vietnam, and presented at the 2010 Million Dollar Round Table in Vancouver, Canada. Jeffrey has lectured at the University of Technology, Sydney and the University of New South Wales (ATAX) in financial planning and taxation respectively. Jeffrey created the first terminal illness benefit for life insurance products in Australia, helped develop lump sum income protection benefits and introduced full replacement (100%) cover for loss of income. Current at 24 September 2015 Click here to expand/collapse more articles by Jeffrey Scott.
 

This was presented at Estate and Business Succession Planning.

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