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2017 WA Tax Intensive

Published on 09 Nov 2017 | Took place at Perth Convention & Exhibition Centre, WA

The sessions at this year’s Intensive cover the broad themes of succession, transition, winding down and exiting from companies and trusts. These issues will almost inevitably arise for tax practitioners and their clients both during, and towards the end of, the business structure’s lifecycle.

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

Individual sessions

Succession planning for family trusts

Author(s):  Matthew BURGESS

This paper covers:

  • family constitutions
  • process for implementing a family constitution
  • legal documentation
  • control of trusts and ‘bespoke’ constitutions
  • Corporations Act
  • restructuring a family trust using trust cloning and trust splitting
  • power to transfer trust assets
  • trust cloning
  • trust splitting
  • key cases
  • case study.
Materials from this session:

Dealing with Difficult Structures – Preparing for the future

Author(s):  Linda Tapiolas

This paper covers:

  • why may a client look to restructure?
  • taxation implications relating to the transfer of various types of assets
  • valuation and apportionment issues
  • transfer of business assets to companies using CGT roll-overs
  • transfer of shares using CGT roll-overs 
  • small business restructure roll-overs
  • small business CGT concessions
  • commercial issues to consider when restructuring
  • case study.
Materials from this session:

Transitioning a Company for Wind-Down or Exit

Author(s):  Chris WOOKEY

This paper covers:

  • transition toolbox 
  • balance Sheet housekeeping
  • extracting capital
  • extracting profits
  • change of control CGT implications
  • small business CGT concessions
  • case study.
Materials from this session: