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Structure issues & solutions for SMEs paper

Published on 03 Feb 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • trustee holding shares in a company with an appreciating asset
  • headco/operating co tax mismatches; being unprepared for consolidation
  • the trustee dividend trap
  • using a trustee to conduct active business and funding through UPEs to corporate beneficiaries which are prospectively subject to Div 7A.

Author profile:

Jolyon Dare CTA
Jol is a Tax Partner of HLB Mann Judd (NSW) where he specialises in helping corporate and SME clients and their advisors. Jol has significant experience in SME restructuring, practically assisting small businesses to manage their tax risk and opportunity, and realise their highest value at sale. Jol is a regular presenter for The Tax Institute's Morning Tax Club and NSW Tax Forum. Current at 22 April 2016 Click here to expand/collapse more articles by Jol DARE.
 
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