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2014 Private Business Tax Retreat

Published on 01 May 2014 | Took place at The Palazzo Versace Hotel, Gold Coast, QLD

This event was a unique opportunity for advisers of private business to interact in a special environment and address key areas of interpretation and practical administration of our tax law. There is no other intensive event like it for those with an interest in private business taxation issues. It was well supported by senior practitioners from around the country and is a significant event on the Tax Institute’s calendar.

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

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Individual sessions

Tax reform agenda key issues

Author(s):  Stepahnie Caredes

This presentation covers:

  • tax policy and advocacy
  • policy priorities and tax reform
  • the ATO’s approach
  • Federal Budget and beyond.
Materials from this session:

Taxpayer alerts – Be alert and alarmed

Author(s):  Tony RIORDAN

This paper covers:

  • what are taxpayer alerts and where do they fit in?
  • issues in implementation
  • TAs and litigation
  • taxpayer responses to TA – alerted or alarmed?
Materials from this session:

Taxpayer alerts – Be alert and alarmed

Author(s):  Arthur ATHANASIOU

This presentation covers:

  • tools in the arsenal
  • EM – TLA (Transfer of Provisions) Bill 2010
  • NTLG – October 2010.
Materials from this session:

Promoter penalties

Author(s):  Damien Bourke

This paper covers:

  • the legislative framework
  • Ludekens – the facts
  • the regime under Division 290
  • isn’t everything promotion?
  • “not reasonably arguable that the scheme benefit would be available at law”.
Materials from this session:

Part IVA and private business advisers

Author(s):  John Ioannou

This paper covers:

  • brochure outline
  • context is key!
  • client's and adviser's perspective
  • framework of Part IVA
  • the purpose.
Materials from this session:

Lessons from experience - Business entity structuring

Author(s):  Tony RIORDAN

This paper covers:

  • current structures and their evolution
  • planning imperatives
  • discretionary trusts
  • transferring the trustee company
  • trust deed control mechanisms
  • preparing for handover.
Materials from this session:

Lessons from experience - Business entity structuring

Author(s):  Stephen HOLMES

This paper covers:

  • the succession tide
  • current legacy issues
  • discretionary trusts
  • private company
  • transfer of ownership
  • family constitutions
  • future of business structuring.
Materials from this session:

Case studies & proposed solutions - Covering the issues raised in session 5 learning from the experience of our leading tax professionals

Author(s):  Ken SCHURGOTT

This paper covers:

  • case studies for private business retreat
  • suggested solutions to case studies.
Materials from this session:

Professional practice structures

Author(s):  David W MARKS

This paper covers:

  • choices constrained by rules and regulations
  • Kelly's case
  • reducing us to salarymen.
Materials from this session:

Personal services income – A practical case study

Author(s):  Jamie TOWERS

This paper covers:

  • personal services income – A brief history
  • the case study.
Materials from this session: