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Business succession: Demystifying buy-sell agreements presentation

Published on 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation was first delivered at the 2008 Tasmanian State Convention (17-18 October 2008). This presentation covers:

  • what are buy-sell agreements and when are they needed?
  • which model to use
  • the triggering events
  • CGT issues
  • how to make the project quick and simple
  • traps to avoid.

Author profile:

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 Practical Issues for Succession Planning.

Get a 20% discount when you buy all the items from this event.

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