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Buy sell agreements as estate and succession planning tools video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 02 Jun 20 | Source: SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Abstract:
This video covers:

  • what is a business buy-sell agreement?
  • why do we need buy-sell agreements?
  • what do the various buy-sell models look like?
  • what if I can’t get the insurance that I want?
  • contractual and drafting considerations.

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Buy sell agreements as estate and succession planning tools
Author(s):  Paul HOCKRIDGE

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul is Tax Advisory Partner at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years' experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australian and New Zealand, is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne and is a chartered tax adviser. He sits on The Tax Institute’s FBT and Employment Taxes Committee and contributes to The Tax Institute’s book, Estate and Business Succession Planning. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences. - Current at 04 December 2019
Click here to expand/collapse more articles by Paul HOCKRIDGE.
This was presented at Barossa Online - SME Tax Technical Part 3 .

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