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Private Investment Structures

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 FTI
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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Purchase individual materials from this event:

Planning for the Utilisation of Group Losses
Author(s):  Tony COOPER

Existing Trading Structures
Author(s):  Richard J FRIEND

Tax Reform Update: Establishing our Current Position
Author(s):  Tony STOLAREK

Anti Avoidance and the Tax Office
Author(s):  Tony PAGONE QC

Anti-Avoidance and the Tax Office
Author(s):  Michael D'ASCENZO

Business Changes and Reorganisations
Author(s):  Les SZEKELY

Capital Gains Tax: Minimising Capital Gains Tax
Author(s):  Mark L ROBERTSON

Private Investment Structures
Author(s):  Peter RILEY

Simplified Tax System
Author(s):  Michael HINE

The Too Hard Basket - Dealing with Old Tax Problems
Author(s):  Arlene MACDONALD

Planning for the Bigger End of Business Groups
Author(s):  Paul KRAKAUER

Alienation of Personal Services Income
Author(s):  Peter MOLTONI

Tax Reform - Where are we?
Author(s):  Alice MCCLEARY