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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 has over 15 years' experience advising South Australian businesses. Her legal practice is focused on taxation and commercial law. Julie acts for clients in business restructures, acquisitions, disposals and mergers specialising in SME tax and commercial issues. She has significant expertise in business succession planning and intergenerational transfers, particularly for high net worth individuals. Julie has practised in both accountancy and law and also facilitates on the Law Society of South Australia's GDLP program and tutors in Equity at the University of Adelaide. Current at 17 August 2016 Click here to expand/collapse more articles by Julie VAN DER VELDE.
 
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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