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Estate and succession planning - Governance agreements 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 16 Sep 15

This paper covers:

  • what is an insurance funded buy-sell agreement?
  • self-owned policies
  • capital gains tax (CGT) issues - agreement
  • CGT issues - insurance policies
  • superannuation (including SMSF) policy ownership
  • cross-owned insurance arrangements between partners
  • insurance via a special purpose trust
  • company owned business succession insurance.

Author profiles

Patrick Ellwood FTI
Patrick holds a Bachelor of Laws and Bachelor of Information Technology from the University of Queensland, a Graduate Diploma in Legal Practice, Skills and Ethics from Griffith University and has been admitted as a Solicitor of the Supreme Court of Queensland. He has extensive experience as a speaker and is a regular presenter for a range of professional organisations. - Current at 11 September 2015
Click here to expand/collapse more articles by Patrick Ellwood.
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
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This was presented at Businesses on the Move: Relevant Restructuring .

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

Individual sessions

Estate and succession planning - Governance agreements

Author(s):  Patrick Ellwood,  Matthew BURGESS

Materials from this session:

Relevant restructuring - Payroll tax and duty aspects

Author(s):  Jessica Laird,  Lyndon Garbutt,  Darius Hii

Materials from this session:

Roll-overs and small business CGT concessions

Author(s):  Linda Tapiolas

Materials from this session:

Setting the scene - Laying the foundations

Author(s):  John Ioannou,  Murray HOWLETT

Materials from this session:

Further details about this event:

 

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