Income tax 2015

Challenges and opportunities in extracting wealth from SME groups

Source: New South Wales

Published Date: 10 Mar 2015


This presentation covers:

  • why SME wealth extraction is unique
  • dividend access shares - a collective shiver
  • what else is on the SME horizon?
  • four SME case studies - opportunity and risk
  • dividends as an SME risk
  • rre-CGT and inbound wealth extraction strategies
  • if dividend access is a problem - what are the alternatives?
  • no franking? what can you do?

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  • Published By: Jol Dare CTA
  • Published On:10 Mar 2015
  • Took place at:National Australia Bank, Sydney

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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.

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Income tax 2015

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