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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, (Sept 2017) CTA was recently awarded the 2017 SME Tax Adviser of the Year and is the founder of VdV Legal, a specialist commercial law practice specialising in taxation law and wealth management structures. Specialising in small and medium business Julie has a particular interest in matters involving intergenerational transfer and business succession. - Current at 27 September 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 25 January 2016

 

Individual sessions

Options & obligations for UPEs

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

Materials from this session:

Further details about this event:

 

Copyright Statement
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