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47th Western Australia State Convention

Published on 28 Aug 2014 | Took place at Pullman Resort Bunker Bay, WA

This event had a distinct SME focus, with a strong emphasis on trusts and estate planning. There were plenary sessions on the CGT small business concessions, the objection process as well as sessions on Part IVA and consolidation for SMEs.

There was also a pre-convention workshop that covered estate planning and superannuation. This workshop provided delegates with a unique opportunity to tackle some practical issues in the area and hear directly from two technical leaders in their field.

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

Individual sessions

The Board of Taxation's role in improving the tax system

Author(s):  Teresa DYSON

This presentation covers:

  • Board’s function
  • tax design issues
  • current tax technical reviews
  • Ministerial Advisory Council for deregulation on taxation matters
  • concluding remarks.
Materials from this session:

Base erosion and profit shifting (“BEPS”) – What does it mean for Australian business from the large multinationals to the SMEs?

Author(s):  Steve Hendy,  Steve Plant,  Matthew POPHAM

This paper covers:

  • the BEPS debate
  • key focus areas of the BEPS action plan
  • will the perceived BEPS problem be solved?
  • what does it all mean?
Materials from this session:

Trusts and passing control

Author(s):  Adam LEVIN,  Jemal Zagami

This paper covers:

  • conflicting objectives in the succession of trusts
  • the trust due diligence
  • ownership, control and decision making
  • complex strategies.
Materials from this session:

Complex testamentary trusts and estate planning

Author(s):  Matthew BURGESS

This paper covers:

  • review of testamentary trusts
  • common variations and issues with simple TDT structures
  • what are ‘master trusts’
  • cascading TDTs
  • traditional master trusts
  • master trust capital preservation.
Materials from this session:

Don’t ignore tax consolidation for SMEs

Author(s):  Susan Bell

This paper covers:

  • companies as a business structure
  • introduction to tax consolidation
  • forming a tax consolidated group
  • managing a tax consolidated group.
Materials from this session:

Part IVA for SME practitioners

Author(s):  Graeme COOPER

This paper covers:

  • which taxpayers are in the sights of Part IVA?
  • getting the basic transactions righ
  • getting the substantive tax law right
  • including, the other anti-avoidance rules
  • the well-known Part IVA domain
  • jumping at shadows
  • managing Part IVA risk.
Materials from this session:

Claims against family trusts or please sir, I want more

Author(s):  Grahame YOUNG

This paper covers:

  • causes of action
  • loss, remedies and recovery
  • avoiding the problem.
Materials from this session:

The tax landscape through the looking glass: The promise of tax reform

Author(s):  Robert JEREMENKO

This presentation covers:

  • policy priorities
  • ATO activity
  • new senate
  • promise of tax reform.
Materials from this session:

Are your affairs CGT small business concession ready?

Author(s):  Chris EVANS

This paper covers:

  • eligibility and structuring
  • recent statutory changes and case law developments
  • what to look out for in the future
  • plan B: what to do if all else fails.
Materials from this session:

Disputing a tax assessment from objection to hearing

Author(s):  Michael FLYNN

This paper covers:

  • steps prior to amendment of an assessment
  • objecting to an assessment
  • alternative dispute resolution and settlement
  • appeal to Administrative Appeals Tribunal or Federal Court.
Materials from this session: