Buy-Sell Agreements Webinar

Thursday, 7 October

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Buy-Sell Agreements Webinar

The commercial, tax and structuring complexities

When buy-sell arrangements need to be considered
Essential tax planning and structuring requirements
Practical insurance coverage issues

When two or more parties carry on business together there are a range of trigger points that can lead to misunderstandings, confusion and disruption to the business activities. Death, illness, injury, divorce and bankruptcy can all impact on ownership interests in a business and the operation of the business itself. Buy-sell agreements can be used by businesses of all shapes and sizes to provide clarity, peace of mind and financial security to business owners as well as their family members and estates.

There are a number of different ways that buy-sell agreements can be structured and each option has different commercial and tax implications. Understanding the pros and cons of each option is vital when putting buy-sell agreements in place to ensure that interests of all parties associated with the business are protected.

The Buy-Sell Agreements Webinar works through the key issues that need to be considered when buy-sell agreements are put in place and when reviewing existing agreements. We look at the commercial issues, the main tax problem areas and some of the common practical issues that arise when putting insurance coverage in place.

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Knowledge Shop members, login for your discounted member rates!

Thursday, 7 october

12:00pm - 1:15pm AEDT in ACT, NSW, TAS & VIC
11:30am SA
11:00am QLD
10:30am NT
09:00am WA

1.25 PD Hours (.est)
Reference notes included
Recording access for 3 months

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What we cover

The Buy-Sell Agreements Webinar addresses the common commercial, tax and insurance related issues when advising clients on buy-sell agreements:

  • Types of insurance policies and ownership options to effect a buy-sell agreement
  • The tax treatment of insurance proceeds for different types of policies and the entities they are held in
  • Underwriting considerations and policy premiums – the underwriting requirements and who should pay the policy
  • Identifying clients who should consider putting a buy-sell agreement in place
  • The difference between cross purchase and redemption arrangements
  • Identifying the tax issues for business owners, family members and deceased estates when trigger events occur
  • The unexpected tax implications that can arise when buy-sell arrangements are triggered if the agreement isn’t structured carefully

Our presenters

Michael Carruthers
Tax Director, Knowledge Shop

Michael CarruthersMichael is an adviser, author, in demand presenter, mentor to Knowledge Shop’s technical team, and is well known for his capacity to translate highly technical information into tangible and useable advice for the profession. He has a knack for seeing through the complexity and helping advisers work through highly technical issues with certainty and accuracy.

Michael works with advisers every day to help them negotiate and implement the constant tide of change impacting the industry. He is a member of the advisory panel for the Board of Taxation and is a member of the reference group for the Board’s review of small business concessions.

He was also an expert panel member for the Board’s review of tax impediments facing small business.

 

With Chloe Ward
National Superannuation Technical Manager

Chloe Ward RChloe is a sought after commentator and presenter on superannuation and risk. She has a way of transforming technical considerations into practical and transferable knowledge for professional advisers.

She has over 15 years experience in the wealth and risk sectors, working with accountants and advisers to build their technical skills and refine how they deliver these services to clients.

Chloe is a former Associate Director of an SMSF Administration group before building her knowledge in risk with one of Australia’s leading and largest insurers.

Specialising in superannuation and retirement planning, Chloe is a SMSF Specialist Advisor, holds a Bachelor of Business (Finance), and an Advanced Diploma of Financial Services.

Investment

Thursday, 7 October 2021

12:00pm - 1:15pm AEDT in ACT, NSW, TAS & VIC
11:30am SA| 11:00am QLD | 10:30am NT | 09:00am WA

Member

Webinar, reference notes + recording access for 3 months

  • $195 Individual access
  • $430 Office access*
Member Register

Non-Member

Webinar, reference notes + recording access for 3 months

  • $235 Individual access
  • $480 Office access*
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Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*The office rate applies per office location (maximum number of participants temporarily increased to 20 per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).