Private Investment Structures

Member Price: $57.00

Non Member Price: $75.00

Publication date: 22 Apr 01


Topics covered in this convention paper include:
- Is there an ideal entity or structure for tax effective investing?
- Tax rate
- Distributions vs dividends
- Capital vs contributed capital
- Franking credits & refunds/unfranked dividends
- Estate and succession planning
- Testamentary trusts, deceased estates and excluded trusts

Author profile:

Peter Riley
Peter is a Senior Partner in the Tax Consulting Division of Pitcher Partners Melbourne. He has considerable experience in advising large companies, high wealth individuals, their families and their businesses, on investing in and outside of Australia. He joined one of Pitcher Partners’ predecessor firms and was admitted to partnership in 1987 and now specialises in taxation issues in relation to property development, corporate advisory, funds management, high wealth families and estate planning. Peter has impressive current and past appointments with a number of institutions and is currently the Chair of the Victorian Division of the Tax Institute. He is also a member of the Institute’s Education Advisory Board and a member of the Monash University Department of Business Law and Taxation External Advisory Committee.
Current at 30 July 2007
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Individual sessions

Planning for the Utilisation of Group Losses

Author(s):  Tony COOPER

Materials from this session:

Existing Trading Structures

Author(s):  Richard J FRIEND

Materials from this session:

Tax Reform Update: Establishing our Current Position

Author(s):  Tony STOLAREK

Materials from this session:

Anti Avoidance and the Tax Office

Author(s):  Tony PAGONE QC

Materials from this session:

Anti-Avoidance and the Tax Office

Author(s):  Michael D'ASCENZO

Materials from this session:

Business Changes and Reorganisations

Author(s):  Les SZEKELY

Materials from this session:

Capital Gains Tax: Minimising Capital Gains Tax

Author(s):  Mark L ROBERTSON

Materials from this session:

Private Investment Structures

Author(s):  Peter RILEY

Materials from this session:

Simplified Tax System

Author(s):  Michael HINE

Materials from this session:

The Too Hard Basket - Dealing with Old Tax Problems

Author(s):  Arlene MACDONALD

Materials from this session:

Planning for the Bigger End of Business Groups

Author(s):  Paul KRAKAUER

Materials from this session:

Alienation of Personal Services Income

Author(s):  Peter MOLTONI

Materials from this session:

Tax Reform - Where are we?

Author(s):  Alice MCCLEARY

Materials from this session:

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