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Session 17.1: Tax treatment of buy sell agreements

With Daniel Smedley, CTA, Sladen Legal


Buy sell agreements utilise insurance to facilitate the exit of departing, deceased and incapacitated business owners. 

This presentation takes an in-depth look at the different tax treatments of various common buy sell models, to help you choose the right model:

  •  Self insurance;
  •  Cross insurance;
  •  Discretionary insurance trust;
  •  Business entity insurance; and
  •  Superannuation insurance.
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