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Tax traps arising from family breakdowns video

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Member Price: $99.00
Non Member Price: $121.00

Publication date: 02 Mar 11 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

This video covers:

  • using CGT rollovers and dealing with their limitations
  • interaction of CGT rollovers with other provisions
  • the main residence exemption - Tricks and traps
  • matrimonial property splits - Application of Div 7A and issues with unpaid present entitlements
  • approaches to dealing with trust property/trust interest including impact of family trust elections
  • alternative company structuring arrangements including liquidations/share capital reductions.

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Tax traps arising from family breakdowns
Author(s):  David MARSCHKE

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Author profile:

Author Photo - David Marschke CTA
David Marschke CTA
David is a Chartered Accountant, tax agent and admitted lawyer. He is a partner in the Mills Oakley Private Advisory Practice based in Brisbane and previously was a partner within the tax group of a national law firm. David is a specialist adviser to the private enterprise, SME and high-wealth individuals sectors with particular experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations and settlements. He has significant expertise advising on SME, professional practice (including medical practices) and high-wealth individuals structuring and transactions with a focus on tax-effective outcomes, while understanding the potential application of the tax integrity measures including Part IVA. Current at 12 April 2016 Click here to expand/collapse more articles by David MARSCHKE.

This was presented at 26th National Convention.

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

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