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Recorded Webinars
Recorded Webinar: A Genuine Restructure, the New Small Business Tax Rollover and Estate Planning
The new small business tax rollover helps individuals manage their estate and change the nature of their entities within the estate. How can the rollover be used to fix the estate plan without contravening the Companion Guidelines? This session looks at:
PRESENTED BY
James Stokes
Stokes Moore
Date/Time
About the Webinar
The new small business tax rollover helps individuals manage their estate and change the nature of their entities within the estate. How can the rollover be used to fix the estate plan without contravening the Companion Guidelines? This session looks at:
- What is a “genuine restructure”?
- no change in economic ownership
- significant and active assets
- not for private purposes
- The safe harbour
- How you go about doing the restructure?
- The rollover and trust cloning
- Other implications of a roll-over – stamp duty and GST triggers
- Applicability of Part IVA
- Understanding the limitations of the Companion Guidelines
Presented By
James Stokes
Stokes MooreWho Should Attend?
This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. 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: [email protected]