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Pt Lincoln Seminar

Published on 26 Sep 2011 | Took place at Port Lincoln Hotel, Port Lincoln, SA

This event covered the recent changes and topics of particular relevance to practitioners including:

  • trust streaming and distribution issues
  • tax effective strategies for dealing with Div 7A/UPE
  • SMSF pensions: Tax and succession planning
  • structuring and restructuring.

This event was also run in Mt Gambier on the 23rd September 2011.

Please note some materials from this event were previously presented at Family Planning - Structuring & Restructuring The Family Business delivered on 20th May 2011 and can be downloaded there.

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

Individual sessions

Trust streaming and distribution issues

Author(s):  Peter SLEGERS

This paper covers:

  • overview of new measures
  • trust law
  • treatment of capital gains
  • treatment of franked distributions
  • timing issues.
Materials from this session:

SMSF pensions: Tax and succession planning

Author(s):  Peter SLEGERS

This paper covers:

  • pension commencement and cessation
  • tax exemption in the fund
  • prohibition against adding to capital
  • death benefit planning
  • lump sum tax.
Materials from this session:

Structuring and restructuring overview

Author(s):  Sarah McEachern

This presentation covers:

  • new clients:
    • structures
    • issues
  • restructuring:
    • issues
    • tools available:
      • rollovers
      • small business CGT concessions
  • case studies.
Materials from this session: