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SMEs - There's More to Know!

Published on 10 Feb 2006 | Took place at The Chifley at Lennons, Brisbane , QLD

Advisers to SMEs and owners of these organisations are constantly called upon to advise on an incredibly wide range of tax issues and transactions. In addition, SMEs are becoming increasingly sophisticated, and have an expectation of receiving value added solutions from their advisers.

Given the significant tax reform that has occurred and the continuing ongoing tax changes, including the ATO altering its long standing position on various matters, it is incumbent on all advisers to keep up to date with the changes. More importantly advisers that are aware of the most recent issues and solutions will ensure that they remain ahead of the competition as preferred advisers to SMEs.

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

Individual sessions

Superannuation update

Author(s):  Paul BANISTER

Topics covered in this paper include:

  • impact of pension changes (including Age 100 Market linked pensions and new allocated pension PVFs)
  • using pension rules to advantage
  • contribution splitting
  • RBL strategies and issues
  • planning for efficient taxation of death benefits
  • use of binding death nominations and other super and estates issues
  • ATO's SMF areas focus
  • why you need to update client fund deeds.

This paper was also presented by John Ross at the 'SMEs - There's More to Know' seminar held in Sydney on 28 March 2006.

Materials from this session:

Restructuring alternatives

Author(s):  Matthew BURGESS

This paper focuses on the capital gains tax rollovers that are most often used in the context of restructuring and business succession together with the related stamp duty issues that need to be taken into account. The main issues that will be dealt with are:

  • scrip for scrip arrangements
  • individual to company rollovers
  • company to company rollovers
  • consolidations
  • stamp duty concessions.

This paper was also presented by the author at the "SMEs - there's more to know!" seminar held in Brisbane on 10 February 2006 and by David Marschke at the "Asset Protection and Business Succession - Current Issues" seminar held in Cairns on 10 March 2006.

Materials from this session:

SME the property developer (or dabbler)

Author(s):  Michael RICHTER

Topics covered in this paper include:

  • critical GST issues
  • margin scheme update
  • the latest development - hot property issues
  • joint ventures v Development Agreements.

This paper was also presented by Andrew Monk and Tim Hall at the 'SMEs - There's More to Know' seminar held in Sydney on 28 March 2006.

Materials from this session:

Structuring to maximise access to CGT concessions

Author(s):  Brian J RICHARDS

Topics covered in this paper include:

  • the best structures to be implemented upfront
  • potential restructuring of existing structures
  • hybrid trust arrangements and trust cloning.

This paper was also presented by Marcus Leonard at the 'SMEs - There's More to Know' seminar held in Sydney on 28 March 2006.

Materials from this session:

Loans to and from related parties (the issues remain)

Author(s):  Jamie TOWERS

Topics covered in this paper include:

  • Division 7A changes: extended time to repay and document
  • trust loans and Division 7A
  • loan forgiveness - remember the pitfalls?
  • statute barred loans - where are we?
  • addressing old loans
  • debt equity rules for loans to private companies - the final position.

This paper was also presented by Marcus Davis at the 'SMEs - There's More to Know' seminar held in Sydney on 28 March 2006.

Materials from this session: