First Annual Family Wealth Taxation Conference e-book

In an ever-evolving tax landscape, advisers must adopt a fresh perspective and innovative thinking to effectively navigate family wealth taxation issues. The inaugural Family Wealth Taxation Conference by TEN The Education Network delves into the crucial subjects that every adviser managing family wealth taxation issues need to know about. The conference includes sessions on trusts distributions and section 100A, creating bullet-proof trustee distribution resolutions, as well as taking care of the exceptions in Division 7A. It also includes a deep dive into share versus asset sales, as well as key strategies to implement now following the Federal Government’s proposed super reforms.

The Role of Trust Distributions in Family Wealth Management

• Trust Distributions and Section 100A: Where to from Here?
• Counting Down From 100: Is 99B the Next Sleeper to be Awakened?
• Preventing Future Challenges: Creating Bullet-proof Trustee Distribution Resolutions

Getting Money Out of Companies

• Division 7A: Taking Advantage of the Exceptions
• Share Sale or Asset Sale?  Getting the Best Tax Outcome
• Getting Funds Out of a Company - More to it Than Raiding a Piggy Bank

Maximising Family Wealth through Super

• Proposed Changes to SMSFs: Now for the Strategy
• Superannuation Contributions: Maximising the Benefits
• Super Benefit Withdrawals and Transfers Prior to Death

Unwinding Trusts: The Tax Implications

• Converting a Trust to a Company: Is it Time to Make a Change?
• Trust Vesting Dates: Avoiding a Tax Disaster