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SME Intensive: Setting the Foundations for the New Year

Published on 19 Feb 2009 | Took place at The Chifley at Lennons, Brisbane, QLD

This event covered issues such as losses, debt and debt forgiveness, asset protection and business structuring, and new developments in the taxation of capital gains, trusts and superannuation.

The topics covered included:
  • don't lose your losses
  • dealing with debt issues
  • refocus on limiting liability in uncertain times
  • capital gains tax update
  • current trust issues
  • driving super – 2009 style!

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

Individual sessions

CGT Update

Author(s):  Sally NEWMAN

This paper covers:

  • demergers
  • scrip for scrip
  • div 152 changes
  • rollovers and examples.
Materials from this session:

Current Trust Issues

Author(s):  David W MARKS

This paper covers:

  • definition of trust income
  • resettlements and new trusts
  • disclaiming trust income
  • beneficiary and unitholder rights
  • practical case studies.
Materials from this session:

Don’t lose your Company Losses

Author(s):  Hayden BENTLEY This paper covers:

  • continuity of ownership test for SMEs
  • same business test risks and pitfalls
  • will tax consolidation save or destroy my losses?
Materials from this session:

Don’t lose your Trust Losses

Author(s):  Neal DALLAS This presentation covers:

  • the tests for trusts
  • most common trusts in the SME context
  • choosing to make a family trust election - when to do so, and the consequences.
Materials from this session:

Dealing with Debt Issues

Author(s):  Mark REYNOLDS

This presentation covers:

  • financing structure
  • deductibility of interest
  • Division 7A
  • debt forgiveness.
Materials from this session:

Driving Super–2009 Style!

Author(s):  Paul BANISTER

As your clients nervously eye the investment & real estate markets, how can you help them structure their investments inside super? What issues need your attention? This presentation covers:

  • instalment warrant trusts:
    • you know the rules, but how can you set one up in practice?
    • what are the do's and don'ts?
    • are the banks really bothered?
    • will trust cloning changes impact in your approach?
  • what other gearing options exist and when should you use them?
  • what should you do with pre 11 August 1999 unit trusts as the 30 June 2009 deadline approaches?
  • contributions: what's hot for 2009?
Materials from this session:

Refocus on Limiting Liability in Uncertain Times

Author(s):  Steven GRANT

This presentation covers:

  • structures and margin lending
  • Richstar-two years on
  • bankruptcy laws
  • recent cases
  • best structures moving forward.
Materials from this session: