Capital Gains Tax (CGT) Estate planning Succession

Estate and succession planning - Governance agreements

Source: QLD

Published Date: 16 Sep 2015

 

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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.

Individual Session

Estate and succession planning - Governance agreements

Author(s): Matthew Burgess , Patrick Ellwood

Details

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Capital Gains Tax (CGT) Estate planning Succession 2015

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