The 2024 SA Tax Forum explored a number of the emerging challenges faced by tax professionals, and their clients, in both their professional and personal lives. This event once again featured some of the greatest minds in the industry and, with the help of the organising committee, we put together another fantastic forum to tackle issues that are at the forefront practitioner’s minds, including:
- UPEs and corporate beneficiaries – Revisiting the Division 7A planning issues Presented by Paul Tanti, CTA, from Thomson Geer Lawyers, this session will address some of the key division 7A planning issues associated with the use of corporate beneficiaries of discretionary trusts.
- Family Trust Elections Revisit the rules and implications of making family trust elections with Linda Tapiolas, CTA, of Cooper Grace Ward Lawyers
- Superannuation earnings tax – What you need to know Join Daniel Marateo from Cowell Clarke as he delves into the ins and outs of the Labor government’s proposed superannuation earnings tax.