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Lessons from experience - Business entity structuring paper


This paper covers:

  • the succession tide
  • current legacy issues
  • discretionary trusts
  • private company
  • transfer of ownership
  • family constitutions
  • future of business structuring.

Author profile

Stephen Holmes CTA
Photo of author, Stephen HOLMES Stephen is a Partner at WMS Chartered Accountants based on the Gold Coast. Stephen has a particular focus on CGT, taxation implications of trusts and SME tax issues generally. He assists clients to legitimately reduce their overall tax burden by innovative structuring and detailed planning. He is a regular resource for other accounting professionals on tax matters. He is also a regular speaker on tax matters across south-east Queensland and northern New South Wales. In addition to holding masters degrees in both Taxation and Economics, Stephen completed a Juris Doctor degree at Bond University Law School in 2013 with first class honours. - Current at 30 August 2017
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This was presented at 2014 Private Business Tax Retreat .

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

Individual sessions

Tax reform agenda key issues

Author(s):  Stepahnie Caredes

Materials from this session:

Taxpayer alerts – Be alert and alarmed

Author(s):  Arthur ATHANASIOU

Materials from this session:

Case studies & proposed solutions - Covering the issues raised in session 5 learning from the experience of our leading tax professionals

Author(s):  Ken SCHURGOTT

Materials from this session:

Further details about this event:


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