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.