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


19th February 2019

Duration:  approx. 1.5 hours


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.
Our presenter Laura Spencer, Associate, Sladen Legal, Melbourne

Laura is an Associate in the Sladen Legal Business Law team. She has experience both in Australia and the United Kingdom and has worked with an array of clients from family owned businesses to large multinational corporations. Laura has a wealth of experience across a variety of industries where she has advised on numerous commercial and tax law matters.

Laura’s business law knowledge is complemented by a practical and commercially minded attitude as well as a drive to stay up to date with the changing legal landscape. Laura recognizes the uniqueness of each matter and is dedicated to providing tailored and valuable advice for each client.

Laura’s principal areas of practice include:  Federal and State tax law advice and dispute management; Business and investments structuring and restructuring advice; Design and implementation of tax sensitive business and succession plans; Tax efficient commercial contracts and transactions; Trust law advice and structuring; Asset protection and wealth management; and Taxation of cryptocurrency.


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.

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:
Product Code: WBQFEB19
 Price:  $264.00 (Inclusive of GST)
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