2024

Rollovers – Practical strategy and compliance insights

Published Date: 11 Sep 2024

 

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This session covers:

  • Technical Compliance: We’ll break down the eligibility and procedural requirements for roll-overs, highlighting the essential steps for successful application and taxefficient restructuring.
  • Back-to-Back Roll-Overs: Discussing how multiple roll-overs impact the CGT discount and sharing strategies to manage these effects for better tax outcomes.
  • The “Nothing Else” Condition: Exploring this important requirement, which ensures no additional benefits are derived from the roll-over, and providing tips on how to comply in various transaction scenarios.

Details

  • Published By: Neil Brydges CTA
  • Published On:11 Sep 2024
  • Event Name:The Tax Summit 2024
  • Session Name:Rollovers – Practical strategy and compliance insights
  • Read Time:30+ minutes

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2024

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