Your shopping cart is empty
Buy-sell agreements paper
Published on 15 Nov 05 by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- how to hold insurance to fund transfers of equity on death, TPD or trauma
- avoiding contracting traps
- the use of superannuation funds to hold insurance policies
- avoiding CGT problems
- recent developments
- the use of insurance trusts.
Author profile
Paul Hockridge CTA
Paul Hockridge, CTA, is the Principal of Hockridge Advisory. 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 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 was an original contributor 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
10 December 2024
This was presented at Preserving and Passing on the Family Wealth: Minding the Family's Wealth .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Buy-sell agreements
Author(s): Paul HOCKRIDGEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Insolvency issues
Author(s): Trevor MACLEANMaterials from this session:
-
insert_drive_file
Third parties and insolvency in family law
Author(s): Rose LOCKIEMaterials from this session:
-
insert_drive_file
Further details about this event:
Copyright Statement