Published on 08 Apr 2005
| Took place at Maroochy Surf Club, Maroochydore
As Australia's population ages, so does your client base, resulting in your small business
client moving into retirement mode. This seminar outlined a range of issues that need to be dealt with to ensure your client transitions into retirement with the greatest retention of wealth and most tax effective income streams.
Get a 20% discount when you buy all the items from this event.
This paper covers the intricacies of distributing or liberating wealth from continuing companies including:
the advantages of schemes of arrangement in complex client structures
what to do to deal with value shifting traps
dealing effectively with possible debt forgiveness implications
structuring and optimising capital reductions / buybacks - avoiding assessable dividends
capital benefits and dividend streaming implications.
This paper was also presented by Michael Hennessey at the 'Roadmap to Business Structures' seminar held in Brisbane on 19 November 2004. Michael also presented a large proportion of the paper at the 'My Client the Retiree/Investor' seminar held in Maroochydore on 8 April 2005 and at the '2005 North Queensland Convention' held in Townsville on 19 and 20 May 2005.