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Workshop 2 - CGT small business concessions and trust audit issues paper
Published on 24 Nov 11 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers the questions and answers from workshop 2.
Author profiles
Mark Northeast CTA
Mark is a consultant to Pitcher Partners Melbourne. Mark specialises in advising privately owned businesses, and has been an active participant for over 10 years in various ATO forums concerning professional practices. He is currently an external participant member of the ATO’s Professional Firms Working Group. Mark is a regular presenter for The Tax Institute, CPA Australia, the Institute of Chartered Accountants in Australia and the Law Institute of Victorian on professional practice matters. - Current at 30 June 2015Chris Wookey CTA-Life
Chris Wookey, CTA (Life) operates his own specialist tax consulting practice after previously having been a principal in the tax consulting division of Deloitte Private in Melbourne. A finalist in The Tax Institute’s Tax Adviser of the Year Awards for 2020 and 2022 and made a life member of The Tax Institute in September 2023, he has over 30 years’ experience in the chartered accounting profession and is a member of The Tax Institute’s national SME Technical Committee and had been its representative on the ATO’s Private
Groups Stewardship Group from 2021 to 2022. Chris was also a member of the Board of Taxation’s Reference Group for its Review of Small Business Tax Concessions. His experience, centred on issues encountered by private groups, includes providing input to Treasury in relation to the proposed targeted amendments to the Div 7A integrity
rules and participating in confidential consultations with the ATO in relation to the 2022 and 2023 developments in relation to section 100A.
- Current at
29 January 2026
This was presented at 19th National Tax Intensive Retreat .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Exploring the trust deed - Why do we do what we do in drafting deeds?
Author(s): AH (Tony) SLATERMaterials from this session:
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Trust distributions - The practice
Author(s): Mark WESTMaterials from this session:
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Getting trust right: Lessons from the Federal Court
Author(s): Jeffrey SPENDERMaterials from this session:
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Small business CGT concessions and trust issues
Author(s): Vanessa PRIESTMaterials from this session:
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Trusts in the ATO's sights
Author(s): Peter GODBERMaterials from this session:
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Trust mixed bag
Author(s): Joanna MONAHANMaterials from this session:
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Trusts and asset protection best practice
Author(s): Ken SCHURGOTTMaterials from this session:
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Workshop 1 - Trust distributions
Author(s): David MARSCHKEMaterials from this session:
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Workshop 2 - CGT small business concessions and trust audit issues
Author(s): Mark NORTHEAST, Chris WOOKEYMaterials from this session:
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