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 Daniel Smedley, Principal, Sladen Legal, Melbourne

Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes.

Daniel looks to lead and guide change through his role as chair of the Law Institute of Victoria’s Taxation and Revenue Law Committee, and as a regular presenter at state and national industry conventions, conferences and workshops.

He is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues".

In February 2016, Daniel was named one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by United States peer-review company Best Lawyers and was published in the Australian Financial Review.


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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