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Recorded Webinars

Recorded Webinar: Making the Most of Buy-Sell Agreements: The Tax Imperatives

Buy-sell agreements can help business owners lay out clear and well-organised exit plans in the event of the death, TPD or other loss of capacity of co-owners. This session looks at funding, ownership structures and design decisions through a tax lens. It covers:
PRESENTED BY Daniel Smedley Principal - Sladen Legal , Melbourne

Date/Time

About the Webinar

Buy-sell agreements can help business owners lay out clear and well-organised exit plans in the event of the death, TPD or other loss of capacity of co-owners. This session looks at funding, ownership structures and design decisions through a tax lens.

It covers:

  • Structure of the arrangement
  • Mandatory agreements vs put and call options
  • Funding the arrangement
  • Insurance funded vs self-funded
  • Insurance funding - considerations regarding the ownership structure:
    • ATOID 2015/10
    • is there potential breach of SIS Act?
    • can there be FBT where funded through business?
  • Potential application of market value substitution rules
  • on business transfer
  • Considering unique trust equity holder considerations in light of CGT concessions and streaming rules.

Presented By

Daniel Smedley
Principal, Sladen Legal Melbourne, Vic

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria and is recognised by his peers in Doyles Guide as a leading lawyer in Taxation. He is also recognised in the Best Lawyers list published in the Australian Financial Review being awarded the lawyer of the year in Melbourne in Taxation in 2022 and in respect of Trusts and Estates and Wealth Management/Succession Planning this year.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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