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Estate and succession planning - Governance agreements paper
Published on 16 Sep 15
This paper covers:
- what is an insurance funded buy-sell agreement?
- self-owned policies
- capital gains tax (CGT) issues - agreement
- CGT issues - insurance policies
- superannuation (including SMSF) policy ownership
- cross-owned insurance arrangements between partners
- insurance via a special purpose trust
- company owned business succession insurance.
Author profiles
Patrick Ellwood FTI
Patrick holds a Bachelor of Laws and Bachelor of Information Technology from the University of Queensland, a Graduate Diploma in Legal Practice, Skills and Ethics from Griffith University and has been admitted as a Solicitor of the Supreme Court of Queensland. He has extensive experience as a speaker and is a regular presenter for a range of professional organisations. - Current at 11 September 2015Matthew Burgess CTA

This was presented at Businesses on the Move: Relevant Restructuring .
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Estate and succession planning - Governance agreements
Author(s): Patrick Ellwood, Matthew BURGESSMaterials from this session:
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Relevant restructuring - Payroll tax and duty aspects
Author(s): Jessica Laird, Lyndon Garbutt, Darius HiiMaterials from this session:
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Roll-overs and small business CGT concessions
Author(s): Linda TapiolasMaterials from this session:
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Setting the scene - Laying the foundations
Author(s): John Ioannou, Murray HOWLETTMaterials from this session:
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