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Planning for retirement - companies - case studies

Planning for retirement - companies - case studies

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 20 Oct 07 by THE TAX INSTITUTE

Companies are common and often used vehicles for conducting businesses and wealth accumulation. SME business owners and their advisers need to consider how to access the value from the companies in a tax efficient manner in the lead up to retirement. The timing of the employment of various techniques is now more important.

Topics covered in this set of case studies include:

Recent changes to the Small Business CGT Concessions
Tax effective company wind ups
User of superannuation contributions
Division 7A issues and retained profits

This set includes 8 case studies and their solutions.

Author profile

Ian Snook CTA

Ian Snook is a Partner at William Buck providing services to medium business enterprises and professions with his primar function being to provide taxation advice including tax planning, compliance and business structuring. Ian is a current member of The Tax Institute's South Australian State Council and Tax Technical Committee. - Current at 16 August 2016

More by Ian SNOOK

Use and abuse of corporate beneficiaries case study and solutions paper - 01-November-2012
UPEs for trusts running business/holding investment assets paper - 17-September-2012
Unpaid present entitlements - Current practical implications paper - 14-March-2012
Unpaid present entitlements – What you need to know when preparing 30 June 2011 tax returns paper - 11-August-2011
Are trusts still a valid business/investment structure? paper - 14-April-2011
Division 7A & unpaid entitlements paper - 15-October-2010
The latest on the Small Business CGT Concessions paper - 18-September-2009
Planning for Retirement: Companies - Case studies & suggested solutions paper - 29-February-2008
The new small business concessions paper - 04-May-2007
Choices in selling a business paper - 06-May-2005
Ian Snook's Buying and Selling a Business seminar paper - 09-April-2003
PSI - catch up with the changes - 30-November-2001
PSI - catch up with the changes: case studies - 30-November-2001
2001 Returns and PSI - Case Studies - 06-September-2001
CGT and liquidation - part 1 - 01-July-2001
Simplified Tax System - 29-May-2001
Simplified Tax System - 03-May-2001
CGT assets and trusts - 14-April-2000
CGT assets and trusts - 21-March-2000
GST and primary producers - 19-August-1999
Tax planning strategies - 30-October-1998

Click here to expand/collapse more articles by Ian SNOOK.

This was presented at South Australian Tax Intensive .

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