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Strategies for the SME practitioner's kitbag presentation

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.

Author profiles:

Daniel Fry CTA
Daniel is a Partner at taxation law firm Norton & Smailes. He has approximately 20 years of experience in revenue law, beginning his career as a Chartered Accountant. Daniel practises in all areas of tax but has developed particular expertise in superannuation, trusts, all aspects of structuring, capital gains tax, estate planning for SME and high net worth clients and dealing with the Australian Taxation Office in relation to tax disputes. He is a former member of the Tax Institute's National Superannuation Committee and a regular speaker for industry bodies including the Tax Institute. Current at 05 February 2016 Click here to expand/collapse more articles by Daniel FRY.
 
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 practices 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 March 2016 Click here to expand/collapse more articles by Alan KRAWITZ.

This was presented at 46th Western Australian State Convention.

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