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Buy-sell agreements & cross insurance presentation

Published on 28 Jul 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is bull-sell agreements
  • funding options
  • legal drafting - parties
  • insurance owned through a super fund
  • purchase price/valuation.

Author profile

Talia Begley ATI
Talia is a commercial practitioner at JL Lawyers with a taxation law focus. Prior to joining JL Lawyers, Talia was a Senior Associate in the Corporate Advisory and Tax Team at Gadens Lawyers, Melbourne. Talia has 12 years’ experience advising commercial, property and not for profit clients in connection with corporate governance, structures and restructures and acquisitions and divestments. Talia’s corporate practice is supported by her expertise in taxation advising in connection with stamp duty, land tax, GST, income tax and small business tax issues in particular. - Current at 14 May 2018

 

This was presented at 2017 SA Family Business Day .

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