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Private Business Tax Retreat

Published on 02 Jun 2011 | Took place at Palazzo Versace, Gold Coast, QLD

The 2011 Private Business Tax Retreat showcases an impressive line-up of local and interstate speakers to deliver the high standard of technical content that participants havencome to expect from The Tax Institute.

This event covered the highest quality technical content to meet the needs of all tax practitioners, including Div 7A, structures and transactions, SMSFs and trusts. It featured three plenary sessions and three supporting workshops.

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

Individual sessions

Living with Division 7A

Author(s):  Brian J RICHARDS,  Paul BANISTER

This paper covers:

  • payments
  • loans
  • transacting with trusts
  • debt forgiveness
  • distributable surplus.
Materials from this session:

SME - Structures and transactions

Author(s):  Murray GRAHAM,  Thomas TULLEY,  Peter Glindemann

This paper covers:

  • recent tax consolidation changes
  • earnout arrangements - State of play
  • case study
  • case study suggested solutions.
Materials from this session:

SME - Structures and transactions

Author(s):  Mark WEST,  Reuben Bramanathan

This paper covers:

  • general observations on structuring for SMEs and CGT concessions
  • life cycle of a SME business
  • identifying some broad principles for the CGT concessions
  • main comments for types of entities
  • case study 2.
Materials from this session:

SMSF's - Succession issues

Author(s):  Lyn FORMICA

This paper covers:

  • estate planning in general
  • SMSFs & control
  • incapacity & SMSFs
  • timing of death benefits payments
  • to whom can benefits be paid?
Materials from this session: