Taxation Challenges Affecting Trusts and Companies: One Day Masterclass

Masterclass,Taxation,Taxation Challenges Affecting Trusts and Companies: One Day Masterclass
Thursday 6 February 2020

Radisson Hotel & Suites, Sydney

REGISTER NOW!
7 WEEKS
UNTIL THE EVENT
.   .
 ABOUT THE MASTERCLASS

The tax landscape is constantly evolving and the challenges affecting trusts continue to grow. The morning sessions unpack these complexities, including the ATO’s current position on reimbursement position, trust resolutions for small business CGT concessions, and updating trust deeds to avoid tax nasties.
 

The taxation challenges affecting companies continue to evolve and the stakes are constantly getting higher. This afternoon sessions examine these complexities, including base rate entity tax issues, bringing new investors into family businesses, and getting a business ready for sale.
 

Taxation of Trusts
 

  • Section 100A Reimbursement Agreements:When is a Dealing Between Family Members Not in the Course of Ordinary Family Dealing? - The ATO’s impending release of guidance in relation to section 100A reimbursement agreements, together with its continued audit activity in this area, means the time is right to revisit section 100A and ask what it means for taxpayers and advisers. This session explores the ATO’s current position on reimbursement agreements.

  • Trust Resolutions for Small Business CGT Concessions and Income Recharacterisation - It is axiomatic that trust resolutions have to be done right – but that may mean different things in different circumstances. This session considers what you need to do to get the most out of trust resolutions when there may be a desire to recharacterize income or to rely on small business CGT concessions in the relevant income year.

  • Updating Trusts Without Resettlement: Avoiding Costly Mistakes - Given the 80-year maximum lifespan of trusts (outside South Australia), there is often a need to make amendments or changes to a trust to reflect new circumstances. This session considers the options available for updating trusts without risk of resettlement.


Tax Issues Affecting Companies
 

  • Clearing the Tax Decks - Getting a Business Ready for Sale - There are many tax issues that need to be considered when preparing a business for sale, both from the perspective of offering up a ‘cleanskin’ entity and to arrange the most tax efficient transaction. This session explores the tax aspects of a transaction.

  • Bringing in New Investors in Family Businesses - Outside investors may be brought into a family business for many reasons: additional capital, succession planning, employee remuneration and incentivisation. Whatever the commercial drivers, the tax issues need to be recognised and managed as part of the process. This session examines the tax issues that arise.

  • Base Rate Entity Tax Issues: Opportunities and Traps - With the dust having settled on reforms to the company tax rate, it’s time to consider the strategic implications of differential tax rates for tax and franking purposes. This session considers opportunities and traps through the use of case studies.

 THE FACULTY

Philip de Haan, Partner, Thomson Geer, Sydney

Clint Harding, Partner, Arnold Bloch Leibler, Sydney

Linda Tapiolas, Partner, Cooper Grace Ward, Brisbane

Andy Milidoni, Partner, Johnson Winter & Slattery, Sydney

Damian O’Connor, Principal, Tax + Law, Brisbane

Kevin Munro, Principal, Munro Lawyers, Sydney

Burton Andrews, Associate Director – Tax, BDO, Sydney

  -  
CPD / CPD CERTIFICATE
Accountants - 6 CPD Training/Hours.  All delegates will receive a CPD certificate after attending the Masterclass.
 
 EARLY BIRD REGISTRATION OFFER & BOLLINGER CHAMPAGNE!

If you register and pay by 13 December 2019 you will pay only $880 a saving of $110 off the full price conference registration fee of $990 and we'll throw in a free bottle of Bollinger Champagne (applies to full day registrations only).

Multiple registration discount?  If you would like to send more than one person from your company to this masterclass, please ask Jenna about the discounts available for multiple registrations:  The more you send, the greater the discount.  jenna@tved.net.au or phone (03) 8601 7729. 

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email: jenna@tved.net.au



© Television Education Network Pty Ltd 2019

Product Code: SXTFEB20
 Price:   $990.00 (Inclusive of GST)
 


Masterclass,Taxation,Taxation of Trusts – A Half Day Masterclass
Thursday 6 February 2020

9am to 12.30pm

Radisson Hotel & Suites, Sydney

REGISTER NOW!
7 WEEKS
UNTIL THE EVENT
.   .
 ABOUT THE HALF DAY MASTERCLASS

The tax landscape is constantly evolving and the challenges affecting trusts continue to grow. The morning sessions unpack these complexities, including the ATO’s current position on reimbursement position, trust resolutions for small business CGT concessions, and updating trust deeds to avoid tax nasties.
 

  • Section 100A Reimbursement Agreements:When is a Dealing Between Family Members Not in the Course of Ordinary Family Dealing? - The ATO’s impending release of guidance in relation to section 100A reimbursement agreements, together with its continued audit activity in this area, means the time is right to revisit section 100A and ask what it means for taxpayers and advisers. This session explores the ATO’s current position on reimbursement agreements.
     

  • Trust Resolutions for Small Business CGT Concessions and Income Recharacterisation - It is axiomatic that trust resolutions have to be done right – but that may mean different things in different circumstances. This session considers what you need to do to get the most out of trust resolutions when there may be a desire to recharacterize income or to rely on small business CGT concessions in the relevant income year.
     

  • Updating Trusts Without Resettlement: Avoiding Costly Mistakes - Given the 80-year maximum lifespan of trusts (outside South Australia), there is often a need to make amendments or changes to a trust to reflect new circumstances. This session considers the options available for updating trusts without risk of resettlement.

 THE FACULTY

Philip de Haan, Partner, Thomson Geer, Sydney

Clint Harding, Partner, Arnold Bloch Leibler, Sydney

Linda Tapiolas, Partner, Cooper Grace Ward, Brisbane

Andy Milidoni, Partner, Johnson Winter & Slattery, Sydney

  -  
CPD / CPD CERTIFICATE
Accountants - 3 CPD Training/Hours.  All delegates will receive a CPD certificate after attending the half day Masterclass.
 
 EARLY BIRD REGISTRATION OFFER

If you register and pay by 13 December 2019 you will pay only $440 – a saving of $55 off the full price conference registration fee of $495.

Multiple registration discount?  If you would like to send more than one person from your company to this masterclass, please ask Jenna about the discounts available for multiple registrations:  The more you send, the greater the discount.  jenna@tved.net.au or phone (03) 8601 7729. 

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email: jenna@tved.net.au



© Television Education Network Pty Ltd 2019

Product Code: SXTFEB20M
 Price:   $495.00 (Inclusive of GST)
 

Masterclass,Taxation,Tax Issues Affecting Companies – A Half Day Masterclass
Thursday 6 February 2020

1.30 to 4.55pm

Radisson Hotel & Suites, Sydney

REGISTER NOW!
7 WEEKS
UNTIL THE EVENT
.   .
 ABOUT THE HALF DAY MASTERCLASS

The taxation challenges affecting companies continue to evolve and the stakes are constantly getting higher. This afternoon sessions examine these complexities, including base rate entity tax issues, bringing new investors into family businesses, and getting a business ready for sale.
 

  • Clearing the Tax Decks - Getting a Business Ready for Sale - There are many tax issues that need to be considered when preparing a business for sale, both from the perspective of offering up a ‘cleanskin’ entity and to arrange the most tax efficient transaction. This session explores the tax aspects of a transaction.
     

  • Bringing in New Investors in Family Businesses - Outside investors may be brought into a family business for many reasons: additional capital, succession planning, employee remuneration and incentivisation. Whatever the commercial drivers, the tax issues need to be recognised and managed as part of the process. This session examines the tax issues that arise.
     

  • Base Rate Entity Tax Issues: Opportunities and Traps - With the dust having settled on reforms to the company tax rate, it’s time to consider the strategic implications of differential tax rates for tax and franking purposes. This session considers opportunities and traps through the use of case studies.

 THE FACULTY

Philip de Haan, Partner, Thomson Geer, Sydney

Damian O’Connor, Principal, Tax + Law, Brisbane

Kevin Munro, Principal, Munro Lawyers, Sydney

Burton Andrews, Associate Director – Tax, BDO, Sydney

  -  
CPD / CPD CERTIFICATE
Accountants - 3 CPD Training/Hours.  All delegates will receive a CPD certificate after attending the Masterclass.
 
 EARLY BIRD REGISTRATION OFFER

If you register and pay by 13 December 2019 you will pay only $440 – a saving of $55 off the full price conference registration fee of $495.

Multiple registration discount?  If you would like to send more than one person from your company to this masterclass, please ask Jenna about the discounts available for multiple registrations:  The more you send, the greater the discount.  jenna@tved.net.au or phone (03) 8601 7729. 

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email: jenna@tved.net.au



© Television Education Network Pty Ltd 2019

Product Code: SXTFEB20A
 Price:   $495.00 (Inclusive of GST)