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NSW 11th Annual Tax Forum

Published on 24 May 2018 | Took place at Sofitel Sydney Wentworth, Sydney, NSW

This event covered some of the following topics:

  • effectively managing tax disputes – perspectives from the coalface
  • tax Implications with partitioning of property
  • how to get a business ready for sale
  • the other CGT concessions
  • superannuation and estate planning
  • residency and central management and control issues
  • consolidations update
  • the taxation of Cryptocurrencies
  • Directors’ Duties and Tax Obligations
  • GST Turns 18, is it old enough to go out on Its own?
  • what’s hot in state taxes.

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

Individual sessions

The taxation of cryptocurrencies

Author(s):  Peter MURRAY,  Joni PIROVICH

This paper covers:

  • what are cryptocurrencies?
  • the basics of blockchain
  • risks to the Australian tax system and recommended strategies.

 

 

 

Materials from this session:

Practical issues with Division 7A

Author(s):  Greg TRAVERS

This paper covers:

  • Division 7A
  • recommended changes
  • dealing with legacy Div 7A positions
  • existing sub-trust arrangements
  • interposed entities and distributable surpluses.

 

 

 

 

Materials from this session:

Have your client’s assets suddenly (and unexpectedly) been frozen/restrained under Proceeds of Crime Act orders?

Author(s):  Christopher CATT

This presentation covers:

  • introduction to POCA 2002
  • freezing orders and seizure
  • literary proceeds orders
  • unexplained wealth orders.

 

 

 

Materials from this session:

Practical issues with trusts: Session A

Author(s):  Andrew NOOLAN

This paper covers:

  • Division 6 rewrite
  • Division 7A and UPEs
  • Section 100A and reimbursement agreements
  • the consequences of vesting.

 

Materials from this session:

Tax residency issues

Author(s):  Zubair BANGASH

This paper covers:

  • difficulty in determining residency
  • principles of residency - individuals
  • principles of residency - company
  • principles of residency - trusts
  • individuals : recent case law - what was tested and anything new.

 

Materials from this session:

Burden of proof in tax disputes and why it matters

Author(s):  Eddy MOUSSA,  Madeleine Daly

This paper covers:

  • burden of proof in tax disputes 
  • how a taxpayer can discharge their burden of proof  
  • effectively documenting and defending your tax position.

 

Materials from this session:

SMSF contribution and pension strategies post-super reform world

Author(s):  Craig DAY

This paper covers:

  • reduced non-concessional contributions cap
  • downsizer super contributions.

 

Materials from this session:

Preparing a business for sale

Author(s):  Kay Do

This paper covers:

  • structuring the deal
  • pre-sale restructures
  • other vendor considerations.

 

Materials from this session:

Directors’ duties and tax obligations

Author(s):  Nick GANGEMI

This paper covers:

  • directors’ duties and their application to tax
  • insolvent trading provisions
  • mechanisms to make a director obligated 
  • director penalty notices.

 

Materials from this session:

Small business CGT concessions – Eligibility issues

Author(s):  Michelle HARTMAN

This presentation covers:

  • Division 152 small business CGT concessions - the basic conditions
  • connected entities and affiliates
  • CGT concession stakeholders and significant individuals
  • Treasury Laws Amendment (Tax Integrity and Other Measures) Bill 2018.

 

Materials from this session:

GST & cross border supplies – Levelling the playing field?

Author(s):  Andrew HOWE,  Rebecca Lawrence

This paper covers:

  • overview of the changes
  • history & background
  • new ‘GST PE’ test
  • 'disconnected’ supplies
  • wider GST-free services exemption
  • the ‘Netflix tax’ – extending GST to imported digital products & services.

 

 

Materials from this session:

Investing in an evolving environment

Author(s):  Sean Keegan

This paper covers:

  • considerations prior to investment
  • considerations post investment.
Materials from this session:

Practical issues with trusts – Part B

Author(s):  Dung Lam,  Elizabeth Burnheim,  Oscar Dougherty

This paper covers:

  • streaming franking credits through trusts – Thomas
  • effectiveness of conditional trustee distribution resolutions – Lewski
  • disclaimer/renunciation of trust interests and/or trust income – Lewski and Smeaton
  • Quistclose trusts, unfair preferences and the transfer of property by an insolvent – Rambaldi
  • Subdivision 126-A (marriage/relationship breakdown rollover) – Sandini
  • fixed trusts for NSW land tax
  • fixed trust for income tax purposes.
Materials from this session:

Share sales v asset sales

Author(s):  Stuart LECORNU

This paper covers:

  • share sales
  • asset sales
  • accessing the small business CGT concessions
  • resolving questions of value
  • resolving questions of risk.
Materials from this session:

Capital gains withholding – Navigating the transactional maze

Author(s):  Craig MILNER

This paper covers:

  • the rules
  • case studies
  • multiple sale lots under the same contract
  • multiple purchasers under the same contract
  • multiple sellers
  • transfers in the same group
  • transfers in the same ‘family’
  • sale v subscription/redemption
  • block trade of ASX listed shares.
Materials from this session:

Dissecting share sale and purchase agreements

Author(s):  Ellen Thomas,  Peter Hague

This paper covers:

  • tax indemnity
  • other contractual clauses.

 

Materials from this session:

The economy in 2018/19

Author(s):  Gareth Aird

This presentation covers:

  • global economy
  • US
  • rates & AUD
  • external sector
  • labour market                
  • private capex
  • public investment.

 

Materials from this session:

The global world of superannuation

Author(s):  Chris Balalovski

This presentation covers:

  • inbound superannuation transfers
  • outbound superannuation transfers
  • UK rules
  • residency and SMSFs.

 

Materials from this session:

Myth busting SMSF reforms implementation and ATO SMSF review activities

Author(s):  Mark WILKINSON,  Tara McLachlan

This presentation covers:

  • latest budget announcements
  • CGT relief
  • reserves
  • exempt current pension income (ECPI)
  • transfer balance account reporting.

 

Materials from this session:

Update on trusts

Author(s):  Jay Prasad

This presentation covers:

  • nature of trusts
  • taxation of trusts
  • tax issues relating to amendments to trusts
  • special trust statuses
  • widely held trusts.

 

Materials from this session: