Recorded Webinar: Opportunities for Trust Restructures – The Tax Imperatives

 

6th July 2018

Duration:  approx. 1.5 hours

 ABOUT THE WEBINAR
It always pays to check the effectiveness of a client’s trust structure. The client’s objectives may also cause you to consider changes. However, understanding the tax implications of restructure is vital. This session looks at the issues including:

  • CGT rollover relief pursuant to subdivision 122A ITAA 97
  • Selling assets and applying Division 115 ITAA 1997
  • New small business rollover relief - subdivision 328-G ITAA 1997
  • The importance of ‘genuine restructure’ – what are the tax risks if not?
  • Taking away indemnities without it being a resettlement
  • Trust splitting that effectively minimise tax, without causing resettlement
  • Family trust restructures - generation skipping trusts and straight to grandkids
  • Cascading testamentary trusts – are these a good tax structure?
 PRESENTER
Our presenter

Caitlin Murdock (CTA), Associate, Holding Redlich, Brisbane

Caitlin is a tax lawyer and chartered tax adviser experienced in advising a wide variety of organisations and high net worth individuals.  Caitlin provides income tax, stamp duty, payroll tax, land tax and GST advice to clients and regularly engages with Federal and State Revenue Authorities on behalf of her clients.  Caitlin is also experienced in estate planning, business structuring (and restructuring) and inbound foreign investment.  Caitlin was a global finalist for the Succession Trust and Estate Practitioners (STEP) Young Practitioner of the Year Award in 2017 and attended the award ceremony in London.

Caitlin is a Fellow of the Tax Institute and an active member of the Tax Institute’s Emerging Leaders group.  Caitlin has a particular interest in tax controversy and assisting her clients with ATO objections and appeals.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au
Product Code: WBGJUL18
 Price:  $253.00 (Inclusive of GST)
© 2019 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.