Business succession planning

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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 05 September 2016

More by Bernie O'SULLIVAN

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.

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Business succession planning

Author(s): Bernie O'SULLIVAN

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Business succession planning

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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.

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Estate planning : case studies

Author(s): Bernie O'SULLIVAN

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Business succession planning: case studies

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Estate and Business Succession Planning

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