Skip to main content
shopping_cart

Your shopping cart is empty

Business succession planning – Taxation and funding of the business will presentation

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

This presentation covers:

  • the opportunity
  • key person and business succession
  • taxation of key person insurance cover
  • other taxation considerations
  • superannuation and key person cover.

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.

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

Individual sessions



I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

Materials from this session:


Further details about this event:

 

Copyright Statement