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Private Investment Structures

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Published on 22 Apr 01 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

Topics covered in this powerpoint presentation include:
- Is there an ideal entity or structure for tax effective investing?
- Tax rate
- Distributions vs dividends
- Capital vs contributed capital
- Franking credits & refunds/unfranked dividends
- Estate and succession planning
- Testamentary trusts, deceased estates and excluded trusts

Author profile

Peter Riley
Peter is a Senior Partner in the Tax Consulting Division of Pitcher Partners Melbourne. He has considerable experience in advising large companies, high wealth individuals, their families and their businesses, on investing in and outside of Australia. He joined one of Pitcher Partners’ predecessor firms and was admitted to partnership in 1987 and now specialises in taxation issues in relation to property development, corporate advisory, funds management, high wealth families and estate planning. Peter has impressive current and past appointments with a number of institutions and is currently the Chair of the Victorian Division of the Tax Institute. He is also a member of the Institute’s Education Advisory Board and a member of the Monash University Department of Business Law and Taxation External Advisory Committee. - Current at 30 July 2007
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This was presented at 15TH NATIONAL CONVENTION - AHEAD OF THE WAVE .

Get a 20% discount when you buy all the items from this event.

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Anti-Avoidance and the Tax Office

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Capital Gains Tax: Minimising Capital Gains Tax

Author(s):  Mark L ROBERTSON

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Private Investment Structures

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Simplified Tax System

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The Too Hard Basket - Dealing with Old Tax Problems

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Alienation of Personal Services Income

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