2012

2nd Annual Family Planning Day

Source: South Australia

Published Date: 17 Sep 2012

 
  • This all day seminar was specifically tailored to advisors who provide advice to family owned groups within the SME market.
  • Papers focus on the topical issues currently being faced by advisors in this market. These areas include Division 7A, holding real property in self managed superannuation funds, and succession and governance issues for a SME client.
  • With the recent attack on trust structures by the ATO through the changes to taxation treatments on Unpaid Present Entitlement's, the new streaming measures and the definition of distributable income, many advisors are starting to question the viability of trust structures going forward. With this in mind, case studies have been used to work through the practical issues associated with restructuring clients out of a trust structure and in a company.
  • Topics covered included:
  • Div 7A - UPEs for trusts running businesses/holding investment assets
  • buying and holding property through SMSFs
  • successions and governance issues
  • CGT/Rollovers
  • Stamp Duty
  • GST issues impacting family planning
  • practical issues of a re-structure

Practical issues in a restructure

Author(s): Grantley Stevens CTA , John Levy

Succession and governance issues

Author(s): Kale Rigano CTA

Stamp duty issues

Author(s): Campbell Rankine CTA
Materials from this session:

GST issues impacting family planning

Author(s): Michael Cranwell , Matthew Nicholls CTA

Buying and holding property through SMSFs

Author(s): Tasha Naige

UPEs for trusts running business/holding investment assets

Author(s): Ian Snook CTA

CGT/rollovers

Author(s): Tim Sandow CTA , Emma De Roos

Details

  • Published On:17 Sep 2012
  • Took place at:Hilton, Adelaide

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This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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