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  Miscellaneous 2007

Planning for retirement - companies - case studies

Source: South Australia

Published Date: 20 Oct 2007

 

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Companies are common and often used vehicles for conducting businesses and wealth accumulation. SME business owners and their advisers need to consider how to access the value from the companies in a tax efficient manner in the lead up to retirement. The timing of the employment of various techniques is now more important.

Topics covered in this set of case studies include:

  • Recent changes to the Small Business CGT Concessions
  • Tax effective company wind ups
  • User of superannuation contributions
  • Division 7A issues and retained profits
This set includes 8 case studies and their solutions.
Author(s)

Individual Session

Planning for retirement - companies

Author(s): Ian Snook CTA
Materials from this session:

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Details

  • Published By: Ian Snook CTA
  • Published On:20 Oct 2007
  • Event Name:South Australian Tax Intensive
  • Session Name:Planning for retirement - companies - case studies
  • Read Time:30+ minutes
  • Took place at:Franklin Parade, Encounter Bay, Victor Harbor

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