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Emerging issues for private businesses conducted via trusts paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 25 May 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • issues identified by the ATO trusts taskforce
  • Division 7A - seven-year sub-trusts coming to an end
  • life cycle planning with the small business restructure rollover relief
  • new strategies for succession planning and the single discretionary trust.

Author profiles

Daniel Smedley CTA
Daniel Smedley, CTA enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues". In both 2016 and 2017, Daniel was named one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer in 2016 and 2017. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 21 September 2018
Click here to expand/collapse more articles by Daniel SMEDLEY.
Patricia Mendes Martins FTI
Patricia is a Legal Project Manager with Sladen Legal. - Current at 31 October 2017
Click here to expand/collapse more articles by Patricia Martins.

 

This was presented at 2017 Private Business Tax Retreat .

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

Individual sessions

The future tax practice

Author(s):  Stephen Healy

Materials from this session:

Focus on the T in TAX

Author(s):  Baden U'ren

Materials from this session:

The expanding offshore client – How Australian tax rules are taken with you and how to manage them

Author(s):  Cameron BLACKWOOD,  Chris Aboud

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Superannuation and wealth management for private business – Dealing with current structures

Author(s):  Laura HANRAHAN

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Taxing your way to the sale of business property

Author(s):  Fletch HEINEMANN,  Sarah Dewar

Materials from this session:

Tax developments you can’t miss

Author(s):  David HUGHES

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Valuations

Author(s):  Tim KYLE

Materials from this session:

Emerging issues for private businesses conducted via trusts

Author(s):  Daniel SMEDLEY,  Patricia Martins

Materials from this session:

Dealing with difficult structures – Preparing for the future

Author(s):  Linda Tapiolas

Materials from this session:

Superannuation and wealth management – The next frontier?

Author(s):  Chris WYETH

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