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Planning for retirement - companies - case studies

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:

Author Photo - Ian Snook CTA
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 Click here to expand/collapse more articles by Ian SNOOK.
 

This was presented at South Australian Tax Intensive.

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Individual sessions


Structuring and restructuring the growing business

Author(s):  Tim SANDOW

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