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Sunshine Coast Tax Update: Tax solutions for SMEs

Published on 22 Feb 2007 | Took place at The Maroochy Surf Club, Maroochydore, QLD

This comprehensive program featured some of Brisbane’s most highly regarded speakers who focussed on tax solutions for SMEs. Given the significant tax reforms over the past four years, can you say that you are you on top of the issues that affect your SME clients? Have you looked at the changes that need to be made to the “classic” solutions for SME clients? Are you ahead of the competition when it comes to Tax Solutions for SMEs? These materials highlight the key issues that you need to be aware of in this current tax reform environment, including:
- the accidental developer
- recent developments in asset protection and structuring
- CGT and small business solutions
- current trust issues
- strategies for simpler super and SMSFs
- estate planning and succession.

This seminar included updates on recent tax changes, provided insights into the issues perceived to be relevant to the regulatory authorities, and also suggested solutions to deal with the various applications of CGT concessions in a small business environment.

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

Individual sessions

The accidental developer

Author(s):  Brian J RICHARDS

This paper covers:

  • the capital revenue distinction
  • CGT discount or fully taxed profit making scheme
  • structuring of sale consideration to optimise tax positions.
This was also presented at "Sunshine Coast Tax Update: Tax solutions for SMEs" held in Maroochydore on 22 February 2007.
Materials from this session:

Asset protection and structuring

Author(s):  Greg CAHILL

This paper covers:

  • superannuation and bankruptcy clawbacks - the current position
  • Prentice v Cummins
  • recent bankruptcy law changes - implications for structures and strategies
  • the relative effectiveness of alternative structures for asset protection
  • negative gearing and asset protection
  • issues with revising structures, eg. FTE, rollovers
  • the use and limits of superannuation in asset protection.
Materials from this session:

CGT and small business solutions

Author(s):  Ash CHOTAI

This paper covers:

  • what the changes mean for existing structures
  • improved access to the small business concessions
  • controlling individual v. significant individual
  • can you create a significant individual where none currently exists?
  • are multi-tiered structures back?
  • continuing problems with section 109 and Division 7A.
Materials from this session:

Current trust issues

Author(s):  Peter KANE

This paper covers:

  • trust myths in modern practice
  • the Richstar decision
  • changes to the taxation of trusts, including testamentary trusts
  • recent court decisions affecting trusts.
Materials from this session:

Super strategies for 2007

Author(s):  Chris WYETH

This paper covers:

  • why everyone needs to think about getting as much into super as they can
  • what to do before 1 July 2007
  • pensions after simpler super
  • why a pre 1999 unit trust can be the ultimate tax-free vehicle for any business or investment
  • leveraging property investments through self managed super funds.
Materials from this session:

Will drafting for estate protection

Author(s):  Gary LANHAM

This paper covers:

  • tax effective wills
  • defensive planning and drafting
  • identification of assets liabilities and beneficiaries
  • use of testamentary discretionary trusts
  • enduring Powers of Attorney, guardianship and Advance Health directives.
Materials from this session: