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Business succession agreements - legal issues paper

Member Price: $57.00
Non Member Price: $75.00

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 03 Mar 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • why have a buy-sell agreement
  • outline of buy-sell agreements
    • mandatory vs optional agreements
    • trigger events
  • CGT issues in relation to timing of CGT Events
  • CGT issues relating to non arm's length dealings
  • who bears the insurance risk
  • renewal / updating of agreed valuations.

Author profile

John LEVY
John is Partner in charge of the Commercial Division of O’Loughlins Lawyers with particular expertise in structuring business enterprises, documenting asset acquisitions and advising a broad range of tax and revenue (including income tax, capital gains tax and stamp duty).
Current at 3 March 2009
Click here to expand/collapse more articles by John LEVY.

 

This was presented at Business Succession Agreements - Are your Clients Covered? .

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Business succession agreements - legal issues

Author(s):  John LEVY

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Business succession and buy-sell agreements

Author(s):  Grant EDWARDS

Materials from this session:

Business succession agreements are your clients covered?

Author(s):  Grant EDWARDS,  John LEVY

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