shopping_cart

Your shopping cart is empty

  • Home
  • Planning for retirement - companies - case studies

Planning for retirement - companies - case studies

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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
Photo of author, Ian SNOOK 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 .

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

Individual sessions

Planning for retirement - companies

Author(s):  Ian SNOOK

Materials from this session:

Succession planning for high net worth taxpayers

Author(s):  Peter SLEGERS

Materials from this session:

Structuring and restructuring the growing business

Author(s):  Tim SANDOW

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse