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2016 Private Business Tax Retreat

Published on 26 May 2016 | Took place at The Palazzo Versace Hotel, Gold Coast, QLD

This event covered some of the following topics:

  • the challenge of advising private businesses - from the inside and the outside
  • Division 7A - cleaning up the loans and UPE mess
  • family business governance: what constituent documents does a family business need - and not need?
  • recent and coming developments in tax that affect private businesses
  • what is the price of success and what can you do about it?

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

Individual sessions

What is the price of success and what can you do about it?

Author(s):  Richard J FRIEND

This paper covers:

  • aggregated turnover
  • extra issues for SBE
  • who or what is an affiliate?
  • when is an entity connected with you?
  • application of control issues to structuring: Limiting the entities which will count
  • implications of split structures for SBE depreciation and for CGT SB concessions.
Materials from this session:

Family business governance - What constituent documents does a family business need – and not need?

Author(s):  John Ioannou

This paper covers:

  • what is governance?
  • family business succession
  • documentation, environment and framework required for successful family business governance
  • shareholders’ agreements
  • company constitutions
  • partnership agreements
  • trusts
  • agreements with non-equity family stakeholders
  • how to address future ownership interests in family companies.
Materials from this session:

The Challenge of advising private businesses – From the inside and the outside

Author(s):  Maria LUI

This paper covers:

  • what you really need to understand about a private family business and how this impacts on your advice
  • necessary skills to advise a private business on tax issues as an external adviser
  • the internal/ in-house adviser’s perspective (including where there is a family office).
Materials from this session:

Key stages of growth

Author(s):  Tim Lynch,  Brendan Larsen

This paper covers:

  • business establishment
  • corporatisation
  • external equity investment
  • exit (including initial public offering).
Materials from this session:

Recent & coming developments in tax

Author(s):  Mark MOLESWORTH

This paper covers:

  • earnout arrangements
  • 2016 federal budget measures affecting private businesses
  • ATO interest in tax governance by private groups.
Materials from this session:

Solving issues today, but planning for tomorrow

Author(s):  Daniel SMEDLEY

This paper covers:

  • what is a family trust election?
  • how do you make a family trust election?
  • why make a family trust election?
  • family trust distributions tax
  • revocation of FTEs and varying the test individual
  • entities with losses and FTEs
  • entities with losses and extended family ownership.
Materials from this session:

Cleaning up the Div 7A loans and UPE mess

Author(s):  Chris WOOKEY

This paper covers:

  • market intelligence - practical application
  • how to repay?
  • non-payment consequences.
Materials from this session: