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2019 Barossa Convention

Published on 02 May 2019 | Took place at Novotel Barossa Valley Resort, Adelaide, SA

Distinguished keynote speakers headlined this event: Professor Robert Breunig addressed the urgent need for tax reform in Australia and explored what this might look like and Professor Graeme Cooper, took a deeper look into the CGT regime and explored potential issues that can trip the unwary practitioner. The second part of the event was based around a case study with each session focusing on specific tax and legal aspects of a business group through time, including special commentary from the ATO. To round out the Convention a leading panel looked into the practical implications of the Division 7A reforms on our private clients.

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

Individual sessions

Tax and the economy - Policy and performance

Author(s):  Robert Breunig

This presentation covers:

  • tax and transfer policy
  • some simple rules for tax policy
  • the transfer system
  • tax reform.
Materials from this session:

Changes to CGT small business concessions

Author(s):  Paul TANTI

This paper covers:

  • changes to the SBCs 
  • Section 152-10(2) - new requirements
  • requirement 1 - Section 152-10(2)(a) - modified 'Active Asset Test'
  • requirement 2 -  Section 152-10(2)(b) 
  • requirement 3 -  Section 152-10(2)(c) - modified small business and MNAV tests
  • requirement 4 - Section 152-10(2)(d)
  • alternative structures.
Materials from this session:

Clients in distress

Author(s):  Nick WILKINS,  Tim CLIFTON

This paper covers:

  • what is a members voluntary liquidation?
  • purpose of a members voluntary liquidation
  • information to obtain from accountant prior to appointment
  • procedures for members voluntary liquidations
  • distribution of assets
  • definitions
  • taxation - liquidate or deregister?
Materials from this session:

Case study part IV - Losses

Author(s):  Alistair Hutson,  Toni Harrington

This presentation covers:

  • part 1 – loss utilisation in Southern Holdings Pty Ltd
  • part 1 – company loss issues
  • part 2 – loss utilisation in Fergus Trust
  • trust losses – reminder of relevant tests
  • distributable income.
Materials from this session:

Tax consolidation for SMEs

Author(s):  Simon HOW

This paper covers:

  • why tax consolidation for SMEs?
  • tax consolidation
  • capital gains tax rollovers
  • tax Losses and consolidation
  • setting your client’s company up for a future transaction.
Materials from this session: