Skip to main content
shopping_cart

Your shopping cart is empty

2013 Private Business Tax Retreat

Published on 26 Apr 2013 | Took place at Palazzo Versace, Gold Coast , QLD

    This conference presented a challenging, unique and interactive programme that gave direction, resolutions and outcomes to critical questions that are asked of private business tax advisors, with a specific focus on CGT small business concessions.
    The following key topics were addressed:
  • the key issues to raise with your client and what you need to be able to answer when your client sells assets from a trust
  • when your client sells the business – the key issues when signing off internally and how to direct your client
  • what you need to know about contemporary issues impacting private business at the moment
  • The Tax Institute’s view of critical private business tax issues
  • the critical reform of the taxation of private business
  • maximising retirement CGT concessions.

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

Individual sessions

Trusts as a threshold issue

Author(s):  Ken SCHURGOTT

Trusts as a threshold issue – the uncertainties and what you need to know for 2013 including:

  • what is changing, what is not, why and does it matter?
  • division 6 re-write and will it deal with the UPE position?
  • fixed trusts or not, and does it matter for the most part?
  • are trusts still the vehicles of choice for private business?
Materials from this session:

When your SME client sells assets from a trust

Author(s):  Brian J RICHARDS

This paper covers SME trust planning around the sale of a business including:

  • What does the distribution resolution look like?
  • What might differ for each client?
  • What is included and excluded in the net asset value test particularly where adult children are involved in the family business?
Materials from this session:

What you need to know about contemporary issues impacting private business at the moment

Author(s):  Mark L ROBERTSON

The hot critical issues for resolution impacting private business at the moment – for companies, trusts and small businesses of all types including:

  • how to have a certain commercial earn out without the tax ambiguity?
  • what has changed with S254T of the Corporations Act and when will it impact on dividends?
  • dividend access shares – are they acceptable now?
  • Division 7A and UPEs.
Materials from this session:

Tax policy update

Author(s):  Robert JEREMENKO

The Tax Institute’s view of critical private business issues.

Materials from this session: