#20 – Business succession – Master class

This is a podcast of the webinar ‘Business succession – Master class’ held on 21 April 2016.

The webinar was presented by specialist View team members Carrie Payne and Patrick Ellwood.

Leveraging off a raft of questions raised with us in recent months by advisers from across Australia, this in-depth ‘Master Class’ presentation will explore in detail a range of the most topical issues in the business succession space using case study example in areas including:

1. How most insurance funded buy-sell agreements operate;

2. The main alternatives available when determining how the insurance policies should be owned;

3. The taxation consequences of the different ownership approaches; and

4. The impact of all recent legislative changes, including recent modifications to the trust ownership approach.

Dyan Burgess

Dyan Burgess

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