Private Investment Structures

Member Price: $57.00

Non Member Price: $75.00

Publication date: 22 Apr 01

Source: NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

Abstract:
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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This was presented at 15TH NATIONAL CONVENTION - AHEAD OF THE WAVE.

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