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Recorded Webinars
Recorded Webinar: Opportunities for Trust Restructures – The Tax Imperatives
It always pays to check the effectiveness of a client’s trust structure. The client’s objectives may also cause you to consider changes. However, understanding the tax implications of restructure is vital. This session looks at the issues including: CGT ro
PRESENTED BY
Caitlin Murdock (CTA)
Associate, Holding
Date/Time
About the Webinar
It always pays to check the effectiveness of a client’s trust structure. The client’s objectives may also cause you to consider changes. However, understanding the tax implications of restructure is vital. This session looks at the issues including:
- CGT rollover relief pursuant to subdivision 122A ITAA 97
- Selling assets and applying Division 115 ITAA 1997
- New small business rollover relief - subdivision 328-G ITAA 1997
- The importance of ‘genuine restructure’ – what are the tax risks if not?
- Taking away indemnities without it being a resettlement
- Trust splitting that effectively minimise tax, without causing resettlement
- Family trust restructures - generation skipping trusts and straight to grandkids
- Cascading testamentary trusts – are these a good tax structure?
Presented By
Caitlin Murdock (CTA)
Associate, HoldingWho Should Attend?
This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. 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]