Published on 27 Feb 14
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
issues surrounding fixed trusts
the pros and cons of unit trusts against other acquisition vehicles
financing the project – borrowing at the unit holder or trustee level
managing Division 7A and UPE issues
utilising tax losses
accessing tax shelters from capital works and allowances
winding up – unit redemption versus capital distribution and vesting.
Chris Ardagna CTA
Chris is a Lawyer at Schurgott, Noolan Ardagna
Pty Ltd specialising in all areas of taxation. He acts primarily
for high-wealth individuals and large private groups, and has
a particular focus on the property industry, advising clients
on all aspects of property transactions, both in Australia and
internationally. Chris also has expertise in dealing with the revenue
authorities in terms of ruling applications, the conduct of audits,
objections and settlement negotiations. Chris has been a director
of Schurgott Noolan Ardagna for two years. Prior to that he was a
Partner at Pitcher Partners. Current at 16 October 2014
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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