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Better Business solutions for Clients

Published on 28 Apr 2008 | Took place at Maroochydore Surf Club, QLD

The Sunshine Coast Tax Intensive was aimed at accountants and lawyers to sharpen their knowledge of current issues and to keep abreast of recent developments and problem areas.

Given the significant tax reforms over the last five years, are you on top of the issues that affect your SME clients? What changes need to be made to the “classic” solutions for SME clients? Are you ahead of the competition when it comes to Tax Solutions for SME’s? This seminar highlighted the key issues that you need to be aware of in this current tax reform environment via the following topics:

  • new CGT business regime
  • trust deeds
  • the end game – extracting value
  • inter-generational transfers of business
  • SMSF & instalment warrants
  • integrated property development.
This seminar included updates on recent changes and gave insights into the issues perceived to be relevant to the regulatory authorities, as well as solutions to deal with the various applications of CGT concessions in a small business environment.

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

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Individual sessions

Two or three things about trust deeds

Author(s):  David MARSCHKE,  David W MARKS

This paper covers:

  • trust deeds - do they need default beneficiaries?
  • do default beneficiary clauses work?
  • defining classes of beneficiaries for flexibility
  • disclaiming a benefit after Pearson and Ramsden
  • defining income in the trust deed after Cajkusic.
Materials from this session:

Small business CGT concessions

Author(s):  Philip KEIR

This paper covers:

  • the new turnover test - why its good to be small
  • the importance of being connected or affiliated
  • net assets - what to include and what to leave out
  • using the concessions.
Materials from this session:

The end game – Extracting value

Author(s):  Peter J MCKNOULTY,  David MARSCHKE

This paper covers:

  • share sales (allocation of the purchase price and valuation issues)
  • restraint of trade and exit payments
  • dividends, capital reductions and buy-backs
  • what is learnt from Lend Lease.
Materials from this session:

Current issues in investing via an SMSF - instalment warrants and private unit trusts

Author(s):  William (Bill) D THOMPSON

This presentation covers:

  • background to the ASX warrants market in Australia; features & types of instalment
    warrants
  • use of instalment warrants by SMSF's; past policies and regulation efforts by APRA
    and the ATO and background to the 2007 SIS amendments
  • analysis of the 2007 SIS amendments - borrowing and in-house assets rules and
    prohibition on charging assets
  • future use of warrants by SMSF's for investments and comparison with unit trust and corporate structures.
Materials from this session:

GST and integrated developments

Author(s):  Kelly TAYLOR

This paper covers:

  • the acquisition phase - how to buy and manage your GST exposure
  • the development lifecycle - GST issues you may encounter while building
  • how to sell your property - the type of property you are selling
  • changes to your use of property and GST adjustments.
Materials from this session:

Intergenerational transfer of businesses

Author(s):  Clifford HUGHES

This paper covers:

  • strategies to deal with common challenges faced by families and their advisers
  • the importance of determining who is your client
  • putting arrangements on sound legal commercial footings
  • relevant CGT rollover's and stamp duty considerations.
Materials from this session: