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Keeping it in the family – Related party financing presentation

Published on 12 Nov 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • managing loans to “at-risk” family members
  • impact of family trust elections
  • implications of assignment or forgiveness of related party loans.

Author profile

Sally Newman CTA
Sally of Sally Newman Consulting, focuses on GST, stamp duty and other state taxes, and advises on tax issues for business including in respect of corporate restructuring and asset and business sales. Sally also helps clients resolve tax disputes. Prior to starting her own firm in 2018, Sally worked for over 12 years in MinterEllison’s Brisbane tax team. Sally also provides tax advisory services with the Sydney Blueleaf Consulting group. - Current at 04 September 2019
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This was presented at 28th Noosa Tax Intensive Reinvented for 2020 .

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