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SME Tax Symposium

Published on 19 Nov 2015 | Took place at Doltone House, Hyde Park, NSW

The SME Tax Symposium offered a great choice of sessions that showcased the best speakers and delivered extremely relevant topics. The program provided strong technical content along with practical and insightful guidance on SME tax issues.

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

Individual sessions

Preparing for the grand final: How to get a business ready for sale

Author(s):  Todd Want

This paper covers:

  • is there an optimal time to sell?
  • share buy-backs in private companies: what are the tax issues?
  • capital reductions
  • demergers
  • cleaning up loan accounts
  • tax consolidation
  • intellectual property.
Materials from this session:

Creative ways to structure the purchase of a business

Author(s):  Jol DARE

This paper covers:

  • optimising the diligence and transaction
  • tax as a result of transfer
  • so what is the right structure for wealth extraction?
  • the joy of SME consolidation
  • earn-outs: you might never have before for SMEs ... but would you now?
Materials from this session:

Have I inherited a tax mess?

Author(s):  Scott TREATT

This paper covers:

  • our obligations as tax advisors and tax agents
  • how do you discover the issue?
  • understanding your client’s structure
  • common issues arising
  • documentation and substantiation
  • how can you fix your prior year errors?
Materials from this session:

Is my client an accidental property developer?

Author(s):  Scott McGill

This paper covers:

  • the distinction between revenue & capital
  • specific GST issues.
Materials from this session:

Superannuation - My money’s in super, where will it go next?

Author(s):  Chris TSOVOLOS

This paper covers:

  • death benefits – who benefits?
  • what to do with a superannuation death benefit?
  • death benefits getting paid into the estate
  • protecting superannuation benefits in an estate planning environment: FPA claims Pope v Christie 1998 NSWCS 118
  • utilising a superannuation debt instalment trust for estate planning (and in particular, as part of intergenerational business succession).
Materials from this session:

Small business entities

Author(s):  Jo-anne HOTSTON

This paper covers:

  • what is a small business entity?
  • what is aggregated turnover? - The grouping rules
  • restructuring to utilise SBE concessions
  • income tax concessions for SBEs
  • capital gains tax concessions for SBEs
  • GST concessions for SBEs
  • other concessions for SBEs.
Materials from this session:

Clever ways to structure the sale of a business

Author(s):  Stuart LECORNU,  Tristan WEBB

This paper covers:

  • the sale process
  • share sales vs asset sales
  • advanced planning for the CGT concessions and thorny issues
  • earn-out arrangements.
Materials from this session:

What is the best way to remunerate an SME Employee?

Author(s):  Albert Homarwijaya,  Andy Hutt

This paper covers:

  • introduction to remuneration
  • fixed vs variable pay
  • equity compensation
  • non-cash benefits.
Materials from this session: