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Passing control of a business on insurable exit events - Ensuring fair outcomes paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • an overview of buy-sell agreements
  • self insurance - the preferred model?
  • superannuation (including SMSF) policy ownership
  • common 'cross-insurance' arrangements between shareholders
  • insurance in a special purpose trust
  • CGT issues on policy ownership and following receipts of the proceeds.

Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew Burgess, CTA co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 24 February 2025
Click here to expand/collapse more articles by Matthew BURGESS.

 

This was presented at 18th National Tax Intensive Retreat .

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

Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Discretionary trusts: Control v ownerhip

Author(s):  Jeffrey CHANG

Materials from this session:

Trusting into the future

Author(s):  Tony RIORDAN

Materials from this session:

Passing control of a business on insurable exit events - Ensuring fair outcomes

Author(s):  Matthew BURGESS

Materials from this session:

The role of super in estate planning and issues upon death

Author(s):  Paul BANISTER,  Linda FARMER

Materials from this session:

Protecting the family assets (trusts and divorce)

Author(s):  Arlene MACDONALD

Materials from this session:

Trusts - Extending the vesting date

Author(s):  Michael BUTLER

Materials from this session:

Further details about this event:

 

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