Fifth Annual Trusts and Companies Tax Symposium
Thursday 10 & Friday 11 August 2017
The Langham Hotel, Melbourne

Our symposia are our most in depth events, and in them we allow presenters an hour to develop their subjects, which they can do more fully than in shorter presentations. 

The taxation of trusts remains front and centre for all advisors. Other highlights include Division 7A headaches, dealing with non-resident beneficiaries and extracting wealth out of companies.

Thursday 10 August 2017

Day 1 Chair:  Paul Sokolowski, Partner, Arnold Bloch Leibler, Melbourne

Taxing Trusts

  • Streaming Income Through Trusts After Thomas's Case - Andy Milidoni, Special Counsel, Johnson Winter & Slattery, Sydney
  • Trust Distributions, Section 99B and Section 100A: Tax Pitfalls When Extracting Value - Fletch Heinemann, Partner, Cooper Grace Ward Lawyers, Brisbane
  • Tax Consequences of Trust Wind Ups and Restructures in Family Property and Family Estate Dispute Settlements - George Kolliou, AG Tax Lawyers, Melbourne

Division 7A

  • Extracting Value from Companies Tax Effectively - Damian O’Connor, Principal & Chartered Tax Advisor, Tax + Law, Brisbane
  • Cleaning Up Outstanding UPEs and Other Division 7A Problems: The Clock is Ticking Down - Mark Molesworth, Partner, BDO, Brisbane

Friday 11 August 2017

Day 2 Chair:  Ross Higgins, Partner, Mills Oakley, Melbourne

Restructures and Payroll Tax

  • New Developments in Small Business CGT Concessions Eligibility - Jessica Pengelly, Senior Associate, Finlaysons, Adelaide
  • When a Company Sells a Business: Effective Tax Strategies - Raffi Tenenbaum, Tax Partner, KPMG Enterprise, Melbourne
  • Payroll and Stamp Duty Conundrums:  Managing State Tax for Corporates and Trusts - Andrew Rider, Barrister, Level 22 Chambers, Sydney

Non-resident Beneficiaries

  • Non-resident Beneficiaries: Dealing with the Distant - George Psarrakos, Director, Mutual Trust, Melbourne

Feedback from last year’s symposium:

  • Well-organised, well-presented and information was significantly relevant.
  • Good mix of topics and speakers, good timing, great venue and facilities.
  • Speakers were excellent as were topics.
  • Interesting topics and great range of topics and knowledgeable presenters.
  • Mostly excellent presenters and excellent papers, both technically and 'thought provoking'.
  • Quality technical papers and discussion. Good presenters who knew their topics. Well done again Rob and your team!
  • Compared to other technical seminars I have attended this seminar was more in depth, which is what I was looking for.  We know the issues, but are looking at ways to deal with those issues.

Product Code: MATAUG17
 Price:   $1,980.00 (Inclusive of GST)
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