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Recorded Webinars
Recorded Webinar: Estate Planning Using the Small Business 15-Year Exemption
The small business 15-year exemption is a highly potent estate planning tool - when available, it can enable the disposal or transfer of CGT assets tax-free. This session uses case study examples to consider how and when the 15-year exemption can be used for the purposes of trans
PRESENTED BY
Susan Young
Principal, Susan
Date/Time
About the Webinar
The small business 15-year exemption is a highly potent estate planning tool - when available, it can enable the disposal or transfer of CGT assets tax-free. This session uses case study examples to consider how and when the 15-year exemption can be used for the purposes of transferring assets from one entity to another. It covers:
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What types of assets may be eligible?
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active assets
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passively held assets
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partnership and partner’s assets
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Which taxpayers are eligible for the exemption?
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small business entity
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CGT concession stakeholders
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55+ yrs or permanently incapacitated
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Consequences when the exemption applies
Presented By
Susan Young
Principal, SusanWho 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]