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Buy-sell agreements – Death is easy, beware the drafting failures presentation

Member Price: Free
Non Member Price: $15.00

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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 Oct 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • buy-sell agreements – when and how
  • non-life insurance trigger issues
  • key-person revenue and tax issues
  • key-person capital and tax risks
  • “converting” key-person revenue to capital
  • tax concerns regarding policy transfers.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other. - Current at 09 July 2025
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at NSW 15th Annual Estate & Business Succession Planning .

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

Individual sessions

Buy-sell agreements – Death is easy, beware the drafting failures

Author(s):  Peter BOBBIN

Materials from this session:

Cross border elements in estate planning

Author(s):  John BALAZS

Materials from this session:

Brats & bitches - Recent developments in family provision law and practice

Author(s):  Therese CATANZARITI

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Superannuation and estate planning

Author(s):  Mark WILKINSON

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A selection of practical issues arising in the context of wills and estates

Author(s):  David Williams,  Louise Williams

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Estate planning and the use of testamentary trusts

Author(s):  Andrew FRANKLAND

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Capacity, consent, informed consent, undue influence and duress

Author(s):  Richard NEAL,  Caroline Sims

Materials from this session:

Further details about this event:

 

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