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 presentation 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.
Alan is a solicitor with Norton & Smailes Lawyers.
Current at March 2009 Current at 16 March 2009
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Daniel Fry FTIA is a Partner at taxation law firm Norton & Smailes in Western Australia. He began his
career as a Chartered Accountant at Arthur Andersen in its superannuation and tax division and has been
a Solicitor with Norton & Smailes since 1999. Daniel practises in all areas of tax but mainly specialises in
superannuation, trusts, capital gains tax, and estate and succession planning.
Current at 12 March 2009 Current at 21 April 2009
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