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Taxation & funding of the business will 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 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • business overheads cover
  • revenue purpose cover
  • capital purpose cover
  • self owned
  • spouse owned
  • Continuing business owner owns policy
  • business entity owns the policy
  • bare trust owns the policy
  • superannuation fund owns policy
  • premium deduction/benefit assessibility
  • commercial debt forgiveness.

Author profile

Dr Jeffrey Scott FTI
Jeffrey Scott is the Head of Product at ClearView Wealth Limited and has been in the financial services industry for 25 years. Jeffrey is a regular media commentator on the topics of insurance, taxation, superannuation and finance. He has conducted over 1,000 presentations across 11 countries, including the Million Dollar Round Table (2010, 2017). Jeffrey has lectured at the University of Technology, Sydney (in financial planning) and the University of New South Wales (ATAX) (in taxation). Jeffrey created the first terminal illness benefit for life insurance products in Australia, helped develop lump sum income protection benefits and introduced full replacement (100%) cover for loss of income. Jeffrey has the following qualifications: Certified Financial Planner, SMSF Specialist Adviser, Bachelor of Mathematics (U of Waterloo – Canada), Diploma of Financial Planning (Deakin/FPA), Master of Arts (UTS), Master of Education (UTS), Graduate Diploma in Advanced Taxation (UNSW), Master of Taxation Laws (UTS), and is currently completing his PhD in Taxation and Business Law (UNSW). - Current at 28 July 2017
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This was presented at Estate and Business Succession Planning .

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Estate planning for self managed superannuation funds

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Testamentary trusts

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Family trusts: Successful succession

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I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

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Taxation & funding of the business will

Author(s):  Jeffrey Scott

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Further details about this event:

 

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