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Tax treatment of buy sell agreements presentation

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Published on 11 Mar 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • funding the agreement
  • insurance policies
  • common scenario
  • taxation implications of trigger event
  • other issues to be addressed.

Author profile

Daniel Smedley CTA
Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026
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