STEP QLD Seminar | Paul Paxton-Hall on Planning for death or disability in business succession

STEP QLD Branch STEP Australia

Your browser is too old

We can't provide a great video experience on old browser

Update now

About this Seminar

This lunchtime seminar will discuss the use of a business succession agreement (commonly referred to as a buy-sell agreement) to deal with business succession in the case where a business owner dies or is disabled.

The session will analyse the features of a business succession agreement and deal with the questions of why a BSA should be used and how buy-sell obligations are to be funded.

As well, the important features of a BSA will be considered, including whether trauma should be covered as an insurable event, valuation alternatives on exit, terms of payment and other matters relevant for consideration at the time of exit because of death or disability.

Finally, some consideration will be given to relevant tax issues affecting business succession agreements, including CGT issues around life and TPD insurance policies.

This Keynote Address was filmed on the 5th of February 2019 by STEP QLD. The duration of the presentation is 46 minutes.

STEP Members

If you are a STEP Member you are entitled to view the Web Event for $100. Enter the coupon code "STEPMember". Please note this coupon code is audited and if you are not a STEP Member the advertised price of $150 will be charge to your credit card.


Viewing this web event satisfies for STEP CPD and may also satisfy other professional CPD requirements.

Become a STEP Australia Web Events Sponsor

Contact Dior Locke, our STEP Australia Regional Coordinator, to register your interest for sponsorship opportunities.

Are you interested in becoming a STEP Member?

For more information click here. Alternatively you can email regarding any membership enquiries.

STEP Australia Website | STEP Australia LinkedIn | STEP Worldwide Website

STEP Web Event Sponsors