Business succession planning

Member Price: Free
Non Member Price: $15.00

shopping_cart Add to cart

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 14 Nov 01 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses business succession planning and answers the questions: what are the taxation issues that surround buy/sell agreements?; what are the events that trigger a buy/sell agreement?; how can the buy out be funded?; life insurance policies - how should they be owned?

Author profile

Bernard O'Sullivan CTA

Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning. - Current at 12 September 2017

More by Bernie O'SULLIVAN

If you had your time again - Lessons from the grave paper - 20-July-2017
Succession & estate planning – Money, family & fights paper - 08-October-2015
Achieving a successful SMSF succession plan paper - 11-November-2014
Successful SMSF succession planning paper - 14-August-2014
Should you offer estate planning to your clients? paper - 14-November-2013
Should you offer estate planning to your clients? paper - 16-May-2013
Superannuation death benefits and reversionary pensions paper - 08-August-2012
Wealth succession: The new world of international wills - 01-February-2012
Estate and succession planning paper - 20-May-2011
Family trusts: Successful succession paper - 04-May-2011
Practical estate planning issues for blended families paper - 08-February-2011
Estate & Business Succession Planning 2010 - 01-August-2010
Estate planning for blended families paper - 18-September-2009
Exclusive extract: Estate & Business Succession Planning, 2nd Edition - 01-July-2009
Family trusts: Successful succession paper - 24-September-2008
Testamentary trusts paper 2008 - 24-September-2008
Testamentary trusts paper - 15-August-2008
Family trusts: Successful succession - 23-July-2008
Estate & Business Succession Planning - 01-July-2008
Estate planning paper - 12-October-2007
Glossary: Simpler superannuation reforms - 01-June-2007
Q & A : Superannuation death benefits: are your clients prepared? - 01-February-2007
Superannuation - not so simple paper - 06-October-2006
Member profile: Bernie O'Sullivan - 01-September-2006
Q and A: Superannuation guarantee: warning for employers - 01-June-2006
New superannuation strategies convention paper - 10-September-2004
Superannuation - 02-May-2002
Business succession planning - 12-April-2002
Recent supeannuation reforms - 12-April-2002
Business succession planning - 14-November-2001
Business succession planning: case studies - 14-November-2001
Superannuation and Family Law - 22-August-2001
Divorce, Investments and Superannuation Update - 07-June-2001

Click here to expand/collapse more articles by Bernie O'SULLIVAN.

This was presented at Estate and Business Succession Planning .

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

shopping_cart Add all items to cart - $132.00

Individual sessions

Business succession planning

Author(s): Bernie O'SULLIVAN

Materials from this session:

Business succession planning

$75.00 non member price
shopping_cart Add to cart

Business succession planning
(Currently Viewing)

$15.00 non member price
shopping_cart Add to cart

DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

shopping_cart Add all items to cart - $72.00

Estate planning : case studies

Author(s): Bernie O'SULLIVAN

Materials from this session:

Business succession planning: case studies

$75.00 non member price
shopping_cart Add to cart

Further details about this event:

Estate and Business Succession Planning

Copyright Statement

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.