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2011 South Australian Tax Intensive

Published on 20 Oct 2011 | Took place at Novotel Barossa Valley Resort , SA

The 2011 South Australian Tax Intensive covered the following topics:

  • trust distributions - The practice
  • family companies - Succession: CGT and stamp duty
  • the role of super in estate planning and issues Upon death.

Please note the workshop from session 2 can be downloaded from the National Tax Intensive Retreat in Noosa on the 24th November and is called workshop 1.

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

Individual sessions

The role of super in estate planning and issues upon death

Author(s):  Suzanne MACKENZIE

This paper covers:

  • case study 1 - ‘Kevin & Julia - A love story’ gone awry
  • case study 2: ‘Tony and Malcolm brothers in arms’.
Materials from this session:

Family companies - Sucession: CGT & stamp duty

Author(s):  Andrew SINCLAIR

This paper covers:

  • background facts
  • proposal - Exit of vernon from the company
  • questions.
Materials from this session:

Taxing the net income of a trust estate - Where to from here

Author(s):  Terry MURPHY

This paper covers:

  • Bamford,
  • the Legislative response 
  • capital gains
  • franked distributions
  • anti-avoidance provisions
  • streaming of capital gains and franked distributions
  • the trust instrument
  • individual receipts
  • deductibles
  • minutes
  • CGT event E1.
Materials from this session: