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Trust Losses for SMEs

Published on 13 Nov 2007 | Took place at The Grace Hotel, Sydney, and The Crowne Plaza, Parramatta , NSW

This seminar series was held in:
- Sydney on 8 November 2007
- Parramatta on 13 November 2007.

Since the changes to allow a trustee or an interposed entity to "back-date" their election to become a family trust or part of a family group, the way you approach the issue with a client has changed. The question is no longer, should we make an election and so make losses available into the future? The question is now more likely to be, if we do not make the election now can we make it at a later time if we need to?

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

Individual sessions

Trust losses for SMEs

Author(s):  Andrew NOOLAN

Since the changes to allow a trustee or an interposed entity to "back-date" their election to become a family trust or part of a family group, the way you approach the issue with a client has changed. The question is no longer, should we make an election and so make losses available into the future? The question is now more likely to be, if we do not make the election now can we make it at a later time if we need to? This presentation covers:

  • an overview of the trust loss measures
  • when you need to consider the rules
  • what you need to discuss with a client concerning trust losses.
This was also presented at the 'Trust Losses for SMEs' Quarterly Breakfast Clubs held in Hurstville on 20 November 2007 and in Chatswood on 22 November 2007.
Materials from this session:

Tax update - November 2007

Author(s):  Yuko KEARNS This presentation provides an update of tax developments in the previous month.

Materials from this session: