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The video package consists of six popular sessions filmed at The Tax Institute’s 2017 National Convention and brings topical issues, timely guidance and strong technical content delivered by experts directly to your office or boardroom. Includes 6 CPD hours.

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Purchase six videos and save 20%

$475.20 - Member
$580.80 - Non-member

Presentations

5 minute preview

SMSF Audit Risks – Tax vs SIS

Presented by Shirley Schaefer, BDO

The regulatory environment that SMSFs are required to comply with are complex. Advisers must consider the compliance and reporting requirements of SMSFs including the interaction between income tax and SIS Regulations, which although similar are often not the same. This session will discuss those areas where two sets of rules can apply and the audit risks that SMSFs and their advisers must address, including practical examples.

$99 - Member

$121 - Non-member

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5 minute preview

SME Restructures: Are You Eligible to Use the Small Business Restructure Rollover?

Presented by Ian Snook, CTA, William Buck

This practical case-study based session will highlight the tricks and traps to consider when using the new small business restructure rollover. It will consider, to consider, including: Any ATO views that have been issued and the implications these have in applying the rollover The impact that the new provisions will have on the choice of structure.

The session will also consider when the small business restructure rollover should be used instead of the small business CGT concessions.

$99 - Member

$121 - Non-member

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5 minute preview

Judged by your Deeds

Presented by Peter Slegers, CTA, Cowell Clarke

What are the specific powers you should consider when you review a client’s trust deed? What clauses are essential to achieving the desired tax, succession and commercial outcomes? What powers provide for maximum flexibility? Is the position different for unit trusts and discretionary trusts?

Through a series of case studies this presentation will discuss:

  • Essential and desirable trustee powers
  • How should the trust deed deal with capital gains, franked dividends and other income sources of income?
  • Unit trusts: Capital distributions vs unit redemptions – the trust deed issues
  • Discretionary trusts: Providing for certainty – Appointorship and effective governance
  • Top 10 “dos and don’ts” when distributing trust income and capital

$99 - Member

$121 - Non-member

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5 minute preview

Growing Your SMSF – The Current State of Play

Presented by Linda Farmer, CTA, Grant Thornton

Last year’s Federal Budget announced a range of measures that were designed to rein in the cost of the superannuation system to the public purse. Whatever the broad government policy, people using SMSFs remain determined to grow their asset base in a tax-effective way. This session will consider the current environment and evaluate the effectiveness of SMSF wealth accumulation strategies in light of potential changes.

It will address:

  • The current status of Budget announcements
  • What SMSF strategies are still on the agenda
  • What is on the ATO’s SMSF agenda
  • The effectiveness of transferring foreign superannuation to Australia

$99 - Member

$121 - Non-member

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5 minute preview

Key Tax Issues for SMEs Looking to Expand Offshore

Presented by Denise Honey, Pitcher Partners

Foreign investment by successful growing businesses is still encouraged in Australia. For many SMEs it is challenging, and this session will cover key areas for SMEs to consider, including:

  • Appropriate structures
  • Dividend exemptions
  • Impact on ultimate Australian Owners
  • Practical Pitfalls

Does the regime apply to tenants’ fixtures?

The final part of the session will consider tips in settling agreements from the perspective of both the vendor and the purchaser

$99 - Member

$121 - Non-member

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5 minute preview

Non-resident CGT Withholding – Focus on Property

Presented by Paul Hockridge, CTA, Mutual Trust

From 1 July 2016, a new 10% non-final withholding tax applies to the disposal by relevant foreign residents of certain taxable Australian property. This session will provide an overview of the regime and will highlight the technical issues identified over the first several months of the operation of the regime, including:

  • Dealing with the $2 million threshold, including the impact of completion adjustments, GST and splitting titles
  • Practical issues in obtaining clearance certificates from the ATO
  • Dealing with sales by mortgagee in possession
  • Dealing with variations where there are multiple vendors
  • What happens when the vendor is a trustee?
  • Applying the “knowledge test”, the regime to leases, options and long-term/off the plan sales and to pre- CGT land

$99 - Member

$121 - Non-member

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Get all 6 Convention videos from $476. Purchase single sessions or purchase the bundle and save 20%

Member
$475.50
$594 (20% discount)
Non-member
$580.80
$726 (20% discount)