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  • Vic 4th Annual Tax Forum

Vic 4th Annual Tax Forum

Published on 05 Oct 2016 | Took place at Park Hyatt, Melbourne, VIC

This event covered some of the following topics:

  • tax reform
  • ATO topics of interest
  • mergers & acquisitions (M&A) activity
  • inbound investment
  • multinational anit-avoidance law (MAAL) and transfer pricing
  • Division 7A issues and opportunities
  • tax governance
  • technical updates.

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Individual sessions

Recent tax developments affecting mergers and acquisitions for SMEs

Author(s):  Simon AITKEN

This paper covers:

  • vendor only M&A issues
  • purchaser only M&A issues
  • vendor and purchaser M&A issues.
Materials from this session:

Cases update for corporate groups

Author(s):  Sue WILLIAMSON,  Megan Bishop

This paper covers:

  • structuring and financing
  • valuations
  • residency, permanent establishment, source and double tax agreements
  • penalties.
Materials from this session:

Cases update for corporate groups

Author(s):  Anna WILSON

This paper covers:

  • ATO innovations
  • small business concessions
  • general commercial
  • trust issues
  • superannuation
  • anti-avoidance
  • Division 7A.
Materials from this session:

M&A update for corporates

Author(s):  Aldrin DE ZILVA,  Ryan Leslie

This presentation covers:

  • general updates
  • 124-M amendments 
  • non resident CGT withholding
  • ATO infrastructure focus
  • changes to FIRB.
Materials from this session:

Coping with cross-border attack: TP, MAAL, hybrid, PE, and related law changes

Author(s):  Peter COLLINS,  Greg Weickhardt

This presentation covers:

  • cross-border attack
  • multinational anti-avoidance law
  • remote sales
  • permanent establishment in Australia
  • multiple principal purposes
  • restructure.
Materials from this session:

Tax reform: What can we learn from New Zealand? Background notes

Author(s):  David WHITE

This presentation covers:

  • Australian ‘re:think’ discussion questions (2015)
  • the tax design challenge: the dark green ‘T’
  • TIA submission to ‘re:think’ document
  • tax policy process literature
  • coherence or consistency.
Materials from this session:

Best practice tax governance: Documenting tax strategy

Author(s):  Sarah Blakelock

This paper covers:

  • key principles - tax risk governance
  • how to approach the development of a tax risk governance framework?
  • effectively documenting tax strategy.
Materials from this session:

Foreign resident capital gains tax withholding payments

Author(s):  Katrina PARKYN,  Laurence Scarborough

This paper covers:

  • threshold issues
  • excluded transactions
  • clearance certificates
  • vendor declarations
  • variations.
Materials from this session:

Current topics of ATO interest for corporates

Author(s):  Paul KORGANOW

This presentation covers:

  • key strategic tax risks
  • technical case studies
  • guidance.
Materials from this session:

ATO topics of interest for privately owned and wealthy groups

Author(s):  Jade Isaacs

This paper covers:

  • privately owned and wealthy groups
  • contemporary services
  • topics of interest.
Materials from this session:

Is your company resident where you think it is?

Author(s):  Denise HONEY,  Joanne LUGG,  Jason Carli

This paper covers:

  • incorporation test
  • voting control test
  • management and control test
  • tax treaty implications.
Materials from this session:

Expert evidence and valuations – Obtaining useful valuations for corporates

Author(s):  Daniel McINERNEY

  • This paper covers:
  • Evidence Act 1995 (Cth)
  • taxation laws and expertise
  • identifying experts
  • asking the right question
  • assumptions.
Materials from this session:

Garnishee notices

Author(s):  Aris Zafiriou

This presentation covers:

  • what a garnishee notice is
  • why you would issue a garnishee notice
  • when the use of garnishees are appropriate
  • identifying the role and responsibilities of third parties
  • restrictions on the use of garnishee notices
  • how garnishee rates and amounts are calculated
  • when a garnishee notice should be amended, reduced, revoked, varied or withdrawn.
Materials from this session:

Superannuation update and 2016 developments

Author(s):  Rebecca JAMES

This paper covers:

  • key superannuation law changes and their implications
  • limited recourse borrowing arrangements – safe harbour provisions
  • Payne v Commissioner of Taxation [2016] AATA 104.
Materials from this session:

Unscrambling the Div. 7a omelette

Author(s):  Ron JORGENSEN

This paper covers:

  • quarantined Loans and UPEs
  • repayment approaches
  • restructuring approaches.
Materials from this session: