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South Australian Tax Intensive

Published on 19 Oct 2007 | Took place at Franklin Parade, Encounter Bay, Victor Harbor, SA

Topics covered at the 2007 South Australian Tax Intensive include: - Structuring and restructuring the growing business - Succession planning for high net worth taxpayers - Planning for retirement - companies

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Individual sessions

Planning for retirement - companies

Author(s):  Ian SNOOK

Companies are common and often used vehicles for conducting businesses and wealth accumulation. SME business owners and their advisers need to consider how to access the value from the companies in a tax efficient manner in the lead up to retirement. The timing of the employment of various techniques is now more important.

Topics covered in this set of case studies include:

  • Recent changes to the Small Business CGT Concessions
  • Tax effective company wind ups
  • User of superannuation contributions
  • Division 7A issues and retained profits
This set includes 8 case studies and their solutions.
Materials from this session:

Succession planning for high net worth taxpayers

Author(s):  Peter SLEGERS

This case study set reviews the issues and strategies relevant to succession planning for high net worth taxpayers. Topics covered in these case studies include:

  • Power of appointment addressed in trust deeds and in Wills
  • Impact of new superannuation measures on succession planning
  • The use and abuse of testmentary trusts including recent developments
  • Use of options to deal with specific assets owned by companies and trusts
  • Tax effective restructuring to achieve succession outcomes
  • CGT and stamp duty considerations
This paper includes two case studies and solutions.
Materials from this session:

Structuring and restructuring the growing business

Author(s):  Tim SANDOW

This presentation covers topics such as:

  • Restructuring to better suit the owners' changing circumstances
  • The income tax and GST implications of restructuring
  • Providing equity in the business while retaining family control
  • Creating better structures using CGT rollovers, exemptions and demergers
  • Stamp duty - the great impediment
  • Alternative remuneration strategies 
Materials from this session: