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Business succession planning
Published on 12 Apr 02 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This powerpoint presentation discusses the taxation issues that surround buy/sell agreements, the events that should trigger a buy/sell agreement, how can the buy out be funded, life insurance policies - how they should be owned, the valuation issues surrounding buy outs, pre-emptive rights and other succession mechanisms.
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Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
This was presented at Port Lincoln Seminar .
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Tax planning strategies
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Business succession planning
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Recent superannuation reforms
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Tax update (April 2002)
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