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Family Planning: Structuring and Restructuring the Family Business

Published on 20 May 2011 | Took place at Hilton Adelaide, Adelaide, SA

This event assisted in advising your clients on why they may need to consider restructuring their current business entities or what the most appropriate structure is for a new business.

This event highlighted some of the more compelling reasons for addressing structure including Division 7A/UPE considerations, asset protection, estate planning and sucession.

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

Individual sessions

Dealing with Div 7A/UPE

Author(s):  Grantley STEVENS

This paper covers:

  • recent changes
  • where are we now?
  • why should we be concerned?
  • what are Section 2 loans?
  • what are Section 3 loans?
  • other recent announcements.

 

Materials from this session:

Estate and succession planning

Author(s):  Bernie O'SULLIVAN

This paper covers:

  • the role of the adviser
  • succession for partnerships, trusts and companies
  • equalising gifts and dealing with loans
  • updating documents.
Materials from this session:

Asset protection

Author(s):  Arlene MACDONALD

This paper covers:

  • asset protection benefits of particular structures
  • claw back rules on restructuring
  • recent developments in asset protection.
Materials from this session:

Structuring and restructuring overview

Author(s):  Andrew SINCLAIR

This paper covers:

  • structures for establishing new business
  • options for restructuring existing businesses.
Materials from this session:

CGT concessions and rollovers

Author(s):  Brian NIMMO

This paper covers:

  • small business CGT concessions
  • CGT rollovers.
Materials from this session:

Business licensing

Author(s):  Michael BUTLER

This presentation covers:

  • what is involved with a licensing arrangement & what are benefits?
  • tax & stamp duty issues with licensing – rather than transferring – a business
  • is it legally possible to licence a business and/or goodwill?
  • is position affected by Sturt Football Club v Cmmr of State Taxation (SA)?
Materials from this session:

Utilising super

Author(s):  Kerri PARKER

This presentation covers:

  • paper
  • the shift
  • case study:
    • restructure
    • new partner
    • new premises
    • death.
Materials from this session: