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Buy-Sell Agreements Webinar

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The commercial, tax and structuring complexities

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

A Live Instructor Led Webinar

When two or more parties carry on a 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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AU $195 members
AU $235 non-members

Register Me

Register Team*

AU $520 members
AU $595 non-members

Register Team*

Knowledge Shop members, login for the discounted rate.

Total 1.25 CPD Hours

Details

Recorded: 10 August 2023

FAAA accredited for 1.25 CPD hours (31188)

  • 1.0 Tax (financial) advice
  • 0.25 Technical competence

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.

*Office Registrations. Maximum 15 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

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

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • 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
  • 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

Our presenters

Head of Wealth Education and Professional Development, Diverger

Chloe Foster

Chloe WardChloe 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. 

Tax Director, Knowledge Shop

Michael Carruthers

ProfileMichaelCarruthersMichael 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.