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Recorded Webinars

Recorded Interactive Webinar: The State and Territory Tax and Duty Hot Spots for Trusts and Companies

State revenue authorities are increasingly scrutinising trust and company structures, particularly where grouping rules, surcharge liabilities and landholdings are involved. Many practitioners are being caught off guard by reassessments, questionnaires and unexpected liabilities a
PRESENTED BY Stephen Lau Principal - Coleman Greig Lawyers , Sydney

Date/Time

About the Webinar

State revenue authorities are increasingly scrutinising trust and company structures, particularly where grouping rules, surcharge liabilities and landholdings are involved. Many practitioners are being caught off guard by reassessments, questionnaires and unexpected liabilities arising from structures that were assumed to be compliant. This session highlights the key areas attracting attention from revenue authorities and provides practical guidance on how to manage risk, respond effectively and avoid costly surprises. It covers:

  • The current state and territory hot spots sparking revenue authority interest
  • The “magic words” in a trust deed that can assist with avoiding adverse surcharge liabilities and words that have the opposite effect
  • Tips and traps involving common ownership landholdings and how the revenue authorities treat discretionary trusts for the “grouping” rules
  • Dealing with the grouping provisions for:
    • land tax
    • landholder duty
    • payroll tax
  • How forthcoming are the revenue authorities with applying their discretion for “de-grouping” for payroll tax purposes?
  • The types of questionnaires coming from the revenue authorities
  • Tips with the content of submissions and responses to revenue authority questionnaires
  • Practical examples

Presented By

Stephen Lau
Principal, Coleman Greig Lawyers Sydney, NSW

Stephen Lau is a Principal Lawyer and Team Leader in Coleman Greig’s Tax and Superannuation team.

Stephen specialises in tax advisory, tax planning and tax audit/dispute resolution covering all areas of tax including income tax, indirect tax, fringe benefit tax and stamp duty.

Stephen has a unique and extensive tax background which covers both in-house tax advisory, professional services at a big four chartered accounting firm and the Australian Taxation Office. Leveraging off his tax administration and commercial experience, Stephen takes pride in providing simple practical tax advice and commercial solutions to a broad range of clients including high net worth individuals, private groups, ASX listed entities and large multinationals.

He draws upon his unique and broad background and experience, described above, to provide creative, practical and timely solutions for his clients.

Who Should Attend?

This webinar is suitable for accountants advising on land tax/payroll tax – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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