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Options & obligations for UPEs presentation

Published on 23 Nov 11 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Division 7A
  • TR 2010/3
  • PS LA 2010/4
  • section 2 loans
  • section 3 loans.

Author profiles

Julie Van der Velde CTA
Julie Van der Velde is the principal of a specialised commercial law firm, VdV Legal and has degrees in Business and Law and a Masters of Taxation Law. With over 20 years' experience advising South Australian businesses her practice focuses on taxation and trust law with an emphasis on estate planning, tax planning, business structuring, business succession and intergenerational transfers. Julie is the Taxation Institute’s SME Chartered Tax Adviser for 2017 and is listed as a recommended Wills, Estates and Succession Planning lawyer in Doyle’s Guide 2017. - Current at 22 November 2017
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John Beverley
John is a Senior Manager in the Tax division of Ernst & Young, Adelaide office. John has over 10 years experience advising clients on a broad range of issues such as Trust Structures, Tax Planning, Capital Gains Tax, and Superannuation. John has particular expertise dealing with taxation and accounting services for high net worth individuals and family groups with trust structures. - Current at 18 October 2011

 

Individual sessions

Options & obligations for UPEs

Author(s):  Julie VAN DER VELDE,  John Beverley

Materials from this session:

Further details about this event:

 

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