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2003 NORTH QUEENSLAND CONVENTION - ANOTHER ROLL OF THE DICE...

Published on 21 Feb 2003 | Took place at Jupiters Townsville Hotel & Casino, Townsville , QLD

This two day convention covered a variety of topics including:
- Trusts - Estate Planning Considerations
- Division 7A and Section 109UB
- Interest Deductibility Recent Tax Cases & Rulings
- Other Tax Cases & Rulings
- GST Audits
- Partnerships - A Case Study
- Pensions 'You Bet Your Life!'
- Simplified Tax System and Imputation
- Estate Planning and Asset Protection

Get a 20% discount when you buy all the items from this event.

Individual sessions

Trusts - Estate Planning Considerations

Author(s):  Matthew BURGESS This seminar paper covers the following topics:
- testamentary trusts
- who should be the trustee?
- can the trustee be challenged?
- tips and traps - trusts
- when should a trust vest?
- Family Law Act
- child maintenance trusts.

Materials from this session:

Division 7A and Section 109UB

Author(s):  Domenic FESTA This seminar paper covers topics including:
- what is a distributable surplus?
- asset protection and company revenues
- transactions - caught and excluded
- permitted loans and payments
- avoiding the application of Section 109UB.

Materials from this session:

Interest Deductibility Recent Tax Cases & Rulings

Author(s):  Robert Allerdice This seminar paper covers topics including:
- recent cases - Steele, Hart, Anovoy, Jones and Firth
- interest incurred prior to earning income
- interest incurred after income has ceased
- split loan products.

Materials from this session:

Other Tax Cases & Rulings

Author(s):  Stephen GRAW This seminar paper provides an analysis of important Court decisions and key Tax Office rulings.

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GST Audits

Author(s):  Steve VESPERMAN This presentation covers topics including:
- what are taxpayers doing wrong?
- what should tax agents be aware of?
- common mistakes by taxpayers
- areas of focus by the ATO
- ATO policy on penalties and interest
- examples of abuses by businesses
- trust's name or trustee's name?
- tax invoice in different name?

Materials from this session:

Partnerships - A Case Study

Author(s):  Keith BURCHILL This seminar paper covers topics including:
- formation - loan v capital
- partnership v joint venture
- work in progress
- entries and exits
- GST and stamp duty issues
- changing profit sharing ratios/salaries
- dissolution/retirement/succession issues
- partners' access to CGT concessions.

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Estate Planning and Asset Protection

Author(s):  Greg CAHILL This seminar paper covers topics including:
- discretionary trusts
- superannuation funds
- basic recovery rules of bankruptcy and liquidation
- strategies for your clients
- restructuring and the effect of the demerger and value shifting rules
- distinguish between assets owned-v-controlled
- dealing with beneficiary loan accounts - forgive or assign?

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Pensions "You Bet Your Life!"

Author(s):  Allan MCPHERSON This seminar paper covers topics including:
- lump sum withdrawals from allocated pension funds
- can complying pensions be paid by small funds?
- should death benefits be paid by way of pension?
- how is the value of a complying pension calculated?
- fixed term pensions
- advantages over lump sums
- tax treatment.

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Simplified Tax System and Imputation - How simple is it?

Author(s):  John NEWBY Understanding the Rules

This seminar paper covers the following topics:
- are your divident statements sufficient?
- can you vary your benchmark franking percentage?
- what happens if you overfrank dividends?
- how does STS pooling affect luxury cars?
- what happens if the business use of a pooled asset changes?
- partnership rearrangements and depreciable assets.

Materials from this session: