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Individual Podcasts

Next Exit: Trusts?

Trusts as a business structure have been targeted by the ATO for some time, and more and more taxpayers and advisers are considering whether it is the best structure for a family business. This session considers the potential tax consequences of restructuring a business from a tr

Date/Time

About the Podcast

Trusts as a business structure have been targeted by the ATO for some time, and more and more taxpayers and advisers are considering whether it is the best structure for a family business. This session considers the potential tax consequences of restructuring a business from a trust to a company and explores the CGT rollovers that are available for this purpose.

Featuring: Andrea Carrick, AG Tax Lawyers, Melbourne

[36.04 minutes] [0.60 CPD hours]

Presented By

Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic

Andrea has over 16 years of experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Andrea also has a wealth of experience liaising and negotiating with the ATO and Revenue Offices on behalf of clients in audits, investigations, objections and private ruling applications.

Andrea has a keen focus on superannuation, particularly in respect of SMSFs. She has extensive experience advising SMSF trustees and their advisers in regulatory and compliance matters and maximising opportunities for members with the intersection of the Small Business CGT Concessions and Superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible.

Andrea is a regular presenter for the TEN The Education Network, Legalwise Seminars and CPA tax discussion groups.

CPD Information

0.00 CPD Hours

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