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2012 South Australian Tax Intensive
Published on 01 Nov 2012 | Took place at Novatel Barossa Valley Resort, SA
- This two day intensive workshop discussed practical case studies on the following topics:
- maximising the benefits offered by SMSF structures
- real property transactions: opportunities and pitfalls
- use and abuse of corporate beneficiaries
Get a 20% discount when you buy all the items from this event.
Individual sessions
Maximising the benefits offered by SMSF structures case study and solutions
Author(s):
Stephen HEATH
Advisers have concentrated on the benefits offered through contributions to SMSFs, investments in SMSFs and the payment of lump sums and pensions. With aging SMSF members, is there more advisers could be doing to optimise the benefits a SMSF structure can provide to members and their families? This practical paper is aimed at investigating strategies and techniques on how to manage benefits during accumulation, retirement and death, for the benefit of the member and their family. Using a range of real life case studies to examine and demonstrate some of the potential benefits and legal isses of implementing these strategies, areas covered include:
Materials from this session:
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Use and abuse of corporate beneficiaries case study and solutions
Author(s):
Ian SNOOK
This paper looks at a range of issues related to the use of corporate beneficiaries – past, present and future. Practical case studies will work through some of the issues that have arisen, and will continue to arise, due to the popularity of corporate beneficiaries and the fact that many taxpayers still use them even in light of the many changes. Issues to be explored includes:
Materials from this session:
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Real property transactions: Opportunities and pitfalls case study and solutions
Author(s):
Michael Chrisohoou
Structuring acquisitions, development, leasing and sale of real property provides continuing challenges and many opportunities for tax advisers. This paper explores the key issues confronting property owners, advisers and the courts, specifically:
Materials from this session:
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