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Planning for Centrelink Changes


New income and asset mean test rules for private companies and private trusts will apply from 1 January 2002.
This seminar paper concentrates on the complications of business structures and the planning necessary to ensure your clients are not disadvantaged by these changes.
Topics raised in this paper include:
- Which structures will be affected by the new rules
- The test used to determine 'attribution' ie. The Test
- Who is a 'controller'
- Windows of opportunity
- When relevant interests should be changed
- Restructuring
- Stamp duty and capital gains tax implications.

Author profile

Dr Brett Davies CTA
Brett lectures in Estate Planning for the Bachelor of Commerce and Masters of Financial Planning students at Curtin University. He also lectures out of his home state in tax at Western Sydney University for its Masters programme. Brett has six degrees, including three law degrees. He is one of a handful of lawyers to have completed a Masters in Law in the area of tax and Masters of Business Administration in accounting and tax. Brett is currently completing his Doctorate at the University of Western Australia. Brett's law firm Brett Davies Lawyers was in the first group of lawyers to receive the Law Society Quality Assurance Standard. He Chairs the national Law Council’s Legal Practice Management Committee and is Deputy Convenor of the Law Society's Legal Management and Development Committee. - Current at 26 June 2006
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Planning for Centrelink Changes

Author(s):  Brett DAVIES

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