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Focusing on the Emerging SME Tax Issues presentation


This presentation covers the following topics:
- trustee loans under the proposed new 109UB and the transitional rules
- can 'at call' or credit loans be refreshed?
- what are the dangers?
- can you afford to ignore the general valuation shifting rules?

Author profile:

Author Photo - David Marschke CTA
David Marschke CTA
David is a Chartered Accountant, tax agent and admitted lawyer. He is a partner in the Mills Oakley Private Advisory Practice based in Brisbane and previously was a partner within the tax group of a national law firm. David is a specialist adviser to the private enterprise, SME and high-wealth individuals sectors with particular experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations and settlements. He has significant expertise advising on SME, professional practice (including medical practices) and high-wealth individuals structuring and transactions with a focus on tax-effective outcomes, while understanding the potential application of the tax integrity measures including Part IVA. Current at 12 April 2016 Click here to expand/collapse more articles by David MARSCHKE.

This was presented at Tax Solutions for SMEs.

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