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2015 Private Business Tax Retreat

Published on 11 Jun 2015 | Took place at The Palazzo Versace Hotel, Gold Coast, QLD

This event was designed to put an SME focus on emerging issues that might once have been considered large client territory. The emphasis was on high relevance for SME advisers with practical delivery, to provide all attendees – through the weight of expertise that has been gathered in our presenters – with a crystal ball view of emerging tax issues, and to leave you equipped with the knowledge to tackle these issues head on.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Employee share schemes

Author(s):  Hayden BENTLEY

This paper covers:

  • taxation of employee share schemes
  • managing the amount of tax payable upfront
  • deferral schemes
  • loan based plans.
Materials from this session:

Structuring for a sale in the next five years

Author(s):  Peter BOBBIN

This paper covers:

  • where does a business successor come from?
  • tax readiness and SSS tax audit
  • the family paramount agreement
  • the buy/sell agreement
  • shareholders agreement
  • succession - overview of tax issues
  • dressing the business to be attractive.
Materials from this session:

Should your clients still use discretionary trusts?

Author(s):  Stephen HOLMES

This paper covers:

  • why trusts have fallen from grace?
  • what is still good about trusts?
  • managing the challenges.
Materials from this session:

Carry forward losses

Author(s):  Mark Molesworth,  Sharnie Mitchell

This paper covers:

  • trust losses
  • company loss rules
  • unrealised Losses
  • other considerations.
Materials from this session:

ACA anomalies

Author(s):  Dominic Moon,  Andrew Jones

This paper covers:

  • what consolidation really means for the SME taxpayer
  • group membership
  • allocable cost amount - group formation or joining
  • ACA step 1 consequences
  • ACA step 2 consequences
  • other ACA anomalies.
Materials from this session:

Division 7A

Author(s):  Andrew Noolan

This paper covers:

  • issue(s) and taxpayer(s)
  • identify the year
  • where to next
  • time limits
  • no time limits
  • distributable surplus
  • Commissioner’s determinations.
Materials from this session: