Business Insurance Part 2 – A deep dive into business succession planning


Want a discount? Become a member by purchasing Platinum Package - Monthly Membership!

SKU: 12640 Category:


Delve further into the world of business succession planning for a more advanced session on the business succession process.

We will cover why insurance is an effective funding mechanism for business succession planning, including how to best structure a business succession plan that is funded with insurance.

By participating in this training, participants will be able to:

  • Review the concept of key person and buy/sell business succession planning
  • Outline the process for business succession planning and explain how it can add value
  • Compare and contrast the different ownership structures, including their pros and cons
  • Explain the taxation implications of the various business insurance ownership structures
  • List the tips and traps of buy/sell arrangements and agreements
  • Outline how the small business CGT concessions may reduce tax in business succession planning.

Suitable for: accountants and financial advisers with an existing knowledge of business succession concepts, or practitioners that are actively involved in the business succession advisory space.

Recorded on 28 September 2023
Presented by Natasha Panagis

TPB CPD Hours: 1 hour
Legislated CPD Hours: 0.75 hours in tax (financial) advice and 0.25 hours in technical competence