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NSW 6th Annual Tax Forum
Published on 16 May 2013 | Took place at Hilton, Sydney, NSW
- The Tax Forum is the premier tax event in New South Wales. The format of three topic streams: SME, Corporate and Hot Topics, offered over 40 technical sessions including:
- Corporate sessions:
- dividends, franking and Section 254T
- an update on the consolidation regime
- an update on the TOFA regime
- the evolving compliance obligation
- ATO compliance approaches for large business
- an update on GST
- an update on transfer pricing
- an update on capital management issues including debt/equity: recent developments
- the new Part IVA – what is its likely application to a range of commercial transactions?
- R&D
- losses – “tricks and traps”
- securitisation vehicles and limited recourse debt amendments
- Hot topics sessions:
- increased tax risks for directors
- current issues in superannuation
- employer tax obligations - staying a step ahead
- you thought you could provide tax advice - is it legal to provide?
- alternative dispute resolution - a practical guide
- superannuation
- the new Part IVA
- franking dividends - some tips and traps
- financial services reforms and regulations
- what is happening in the not-for-profit sector?
- residence of individuals
- the promoter penalties regime
- garnishees and freezing orders
- divorce and taxes
- SME sessions:
- Trusts..What can you do and you need to do before 30 June
- Is your business CGT concession ready?
- Limited Recourse Borrowing Arrangements by SMSFs - In practice
- Division 7A
- Cross-border and international aspects of GST: A refresher course
- Review of tax agent services regime with a focus on reasonable care
- How to get the best deal for SME clients using tax consolidation
- Use of testamentary trusts in estate planning
- Should you offer estate planning to your clients?
- The accidental property developer
- Superannuation contributions: Getting money into the fund
- Superannuation contributions: Getting money out of the fund
- Trust reforms
Get a 20% discount when you buy all the items from this event.
Individual sessions
Dividends, franking and section 245T
Author(s):
James PETTIGREW
This paper examines the dividend and franking implications of the 2010 amendments to s254T of the Corporations Act 2001 and the consequential amendments that were made to the tax legislation, together with the proposed “refinements” to those measures. The focus of the paper is on:
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An update on the consolidation regime
Author(s):
Andrew Hirst,
Daniel SYDES
This paper provides an update on the status of the consolidation regime, and in particular:
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TOFA - Business as usual?
Author(s):
Julian CHENG
This paper provides:
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The evolving compliance obligation
Author(s):
Judy MORRIS,
David DRUMMOND
This presentation covers:??
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Employee share plans
Author(s):
Rob BASKER
Division 83A has applied since 1 July 2009. This paper covers:
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An update on GST
Author(s):
Alison MARSHALL,
Jacqui HARDWICK
GST is constantly changing. This paper covers:
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Increased tax risks for directors
Author(s):
Bradley TONKS
Changes to the director penalty legislation became effective in June 2012 to increase the potential liability of directors. The legislation was already broad before the changes, and few directors know the extent of their exposure. This paper covers:
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It's special, super special - Non-arm's length income
Author(s):
Jennifer YEO
Non-arm’s length super income is top taxed, at least three times the tax rate applies. What is it and why is it so special? How long is arm’s-length? How much more is too much? This session will focus on a checklist for avoiding non-arm’s length income.Materials from this session:
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What's so special about those circumstances? The Commissioner's discretion to disregard or reallocate excess super contributions
Author(s):
Matthew McKEE
This paper covers:
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Employer tax obligations - Staying a step ahead
Author(s):
Andrew HUTT
This paper covers:
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Alternative dispute resolution
Author(s):
Deborah HASTINGS,
Gina LAZANAS,
Judy SULLIVAN
A highly practical presentation that will give you confidence to explore ADR options with the ATO. In particular, the presentation covers:
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Superannuation
Author(s):
Mark PAYNE
The paper covers:
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The new Part IVA
Author(s):
Cory HILLIER,
Justin CHERRINGTON
Based on the first exposure draft, the new Part IVA will apply from 15 November 2012. This paper examines:
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Franking dividends - Some tips and traps
Author(s):
Brent MURPHY
This paper covers practical issues surrounding dividend imputation including:
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Financial services reforms and regulations
Author(s):
Nidal DANOUN
This paper covers some of the key elements of the financial services regulations and their impact on practitioners including,
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What's happening in the not-for-profit sector?
Author(s):
Darren FITTLER
This paper covers:
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Residence of individuals
Author(s):
Sanjay WAVDE
The question of residency has always been problematic and the changes to s 23AG have increased its importance. A string of recent cases demonstrate the importance, and lack of clarity, in this area. Thsi paper covers:
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The promoter penalties regime
Author(s):
Aislinn WALWYN,
George MONTANEZ
The ATO has a number of cases before the courts and is actively seeking to improve behaviour in this area. This paper covers:
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Garnishees and freezing orders
Author(s):
Rashelle Seiden,
Tim RUSSELL
Both of these measures can take a taxpayer by surprise (or not if you are expecting it). This paper covers:
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Divorce and taxes
Author(s):
Kelvin FITZALAN
With Australian couples becoming increasingly wealthy and one in every three marriages ending in divorce, providing good tax advice in this area is crucial. This paper covers:
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Securitisation vehicles and limited recourse debt amendments
Author(s):
Mark HADASSIN,
Greig HUBBARD
Draft Taxation Determination TD 2012/D11 and the proposed amendments to Div 243 have the potential to adversely impact on project financing and securitisation activities. This paper covers:
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An update on capital management issues including debt/equity: recent developments
Author(s):
Simon JENNER,
Steven GUO
The management of capital and optimisation of capital structures remains a key focus for companies. This paper explores recent developments surrounding the taxation treatment of various capital management initiatives, including:
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Transfer pricing legislation reform - Tranche 2: What does it mean for tax payers?
Author(s):
Paul BALKUS,
Jesper SOLGAARD
What does the next round of proposed changes to the transfer pricing legislation mean for taxpayers?
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The R&D tax incentive
Author(s):
Ian Ross-Gowan,
Kris GALE
The R&D tax incentive is now well and truly open for business. In previous years, briefings could only speculate as to how the program could work. For the first time, we can examine the program from a real-world perspective. Topics covered in this paper include:
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Trusts...What can you do and what you need to do before June 30?
Author(s):
Gordon S COOPER
This paper considers the practical implications of the Division 6 rewrite so far as it has emerged for accountants and tax agents in advising their trustee clients for the 2013 and 2014 income years. This paper covers what you need to do and know prior to 30 June regarding trust distributions, including:
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Is your business CGT concession ready?
Author(s):
Greg TRAVERS,
Todd Want
Selecting an appropriate structure to operate a business or hold investments is crucial to ensure the desired commercial and tax outcomes can be achieved. So how do you decide what is the right (or wrong) structure for an SME? How do you make sure the structure is ready to access the small business CGT concessions? By focusing on a series of real-life examples of structures used by SMEs, this paper looks at:
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Limited Recourse Borrowing Arrangements by SMSFs - In practice
Author(s):
Lisa ODDO
The implementation of a LRBA by an SMSF is a very complex transaction since there are a minefield of issues and traps which need to be considered. The successful implementation of these arrangements requires the practitioner to be up to date and on top of their game. Getting it wrong can have devastating consequences. This paper outlines:
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Division 7A
Author(s):
Andrew Noolan
You may have a client whose Div 7A (private company or UPE) issues have been ignored, or a new client who has come to you and, on reviewing their accounts, you recognise that there are Div 7A issues. Where do you start? Do you approach the ATO to see if they will disregard the deemed dividends? This paper works through how you would go about working through the Div 7A issues that may arise, and provide practical tips on what you need to consider.Materials from this session:
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Review of tax agent services regime with a focus on reasonable care
Author(s):
Adrian ABBOTT
Looking at the issues from the perspective of an SME practitioner, this paper explores:
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Use of testamentary trusts in estate planning
Author(s):
Dung Lam
This paper covers:
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Should you offer estate planning to your client?
Author(s):
Bernie O'SULLIVAN
Your website probably says that you provide estate planning and business succession advice. But what advice are you really providing, and are you doing this in the most cost-effective way? Are there additional services that could amount to a new revenue source for your practice? With an ageing client base, now is the time to get your succession services into order. This practical paper covers:
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Superannuation contributions: Getting money into the fund
Author(s):
Jennie LYNN
This paper covers:
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Superannuation benefits: Getting money out of the fund
Author(s):
Mike Mitchell
While building up superannuation is important to provide for a comfortable living in retirement, just as important is how you take your superannuation benefits. Understanding the options available and how best to structure payments can save money and any pain that may arise in getting it wrong. This paper covers:
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Trust reforms
Author(s):
Ken SCHURGOTT
The paper considers:
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