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Business succession: Demystifying buy-sell agreements presentation

Member Price: Free
Non Member Price: $15.00

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 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation was first delivered at the 2008 Tasmanian State Convention (17-18 October 2008). This presentation covers:

  • what are buy-sell agreements and when are they needed?
  • which model to use
  • the triggering events
  • CGT issues
  • how to make the project quick and simple
  • traps to avoid.

Author profile

Paul HOCKRIDGE
Photo of author, Paul HOCKRIDGE Paul of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging.
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This was presented at Practical Issues for Succession Planning .

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