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Recorded Webinars

Recorded Webinar: Strategic Structures: Navigating the Choice Between Trusts and Companies

With tax complexities ever-increasing, it is a good time to delve into how business structures have been impacted and which structure may better serve the housing of a venture. This session takes a closer look, including: The pros and cons of each structure The pros/cons of in

Date/Time

About the Webinar

With tax complexities ever-increasing, it is a good time to delve into how business structures have been impacted and which structure may better serve the housing of a venture. This session takes a closer look, including:

  • The pros and cons of each structure
  • The pros/cons of interacting the two ie. company as trading entity with trust as shareholder or vice versa with company as beneficiary
  • Is a “keep it simple” approach just as tax effective?
  • What are the current trends in practice?
  • What are the attributes and issues to be mindful of to maximise future small business CGT concession eligibility?
  • Tips for structuring ventures involving property, including the stamp duty implications to keep in mind
  • Options available if a current structure is on the ropes
  • Practical examples

Presented By

Patrick Ellwood
Director, Clover Law Brisbane, Qld

Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners.

He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.

He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks.

Who 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.

CPD Information

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

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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