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Strategies for the SME practitioner's kitbag paper

Published on 22 Aug 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Every tax practitioner needs a kitbag of strategies for dealing with their clients’ affairs ranging from the simple to the more complex. This is a practical paper designed to consider some of the more essential strategies that should be employed by all SME practitioners including:

  • transfers of property in and out of superannuation funds, discretionary trusts and unit trusts
  • SMSF borrowing arrangements
  • family law and Div 7A
  • time periods for objections and amending assessments
  • restructuring after 1 July 2013.

Author profiles

Alan Krawitz CTA
Alan is a Director at EY Law (formerly Norton & Smailes). He is admitted as a lawyer of the Supreme Court of Western Australia and practises in the Federal Court of Australia and the Administrative Appeals Tribunal. Alan’s principal areas of practice include income tax, CGT, tax disputes, tax litigation, superannuation, trusts, wills and estates. - Current at 30 August 2017
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Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of the Taxation Institute and currently serves as a member of the state council for its WA division. Daniel was recently named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016. - Current at 30 August 2017
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This was presented at 46th Western Australian State Convention .

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