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Which option to choose when circumstances dictate a change presentation

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Non Member Price: $15.00

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Published on 27 Feb 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • ATO change – UPE’s
  • UPE change
  • success/asset protection
  • family trusts – asset protection
  • company asset protection
  • multiple shareholders - variation
  • trust to company restructure.

Author profile

Stephen Holmes CTA
Photo of author, Stephen HOLMES Stephen Holmes, CTA, is a Partner with WMS Chartered Accountants based on the Gold Coast. He specialises in all SME tax matters with a particular interest in the CGT small business concessions, tax effective restructures and Division 7A. Since 2011. He is passionate about tax education and assistance for regional accountants. He is also a regular speaker for other professional bodies including the Tax Institute. - Current at 01 June 2026
Click here to expand/collapse more articles by Stephen HOLMES.

 

This was presented at SME structures & restructures .

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Potential to bust-proof a trust

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Which option to choose when circumstances dictate a change

Author(s):  Stephen HOLMES

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Part IVA and giving restructure advice

Author(s):  John Ioannou

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Getting the structure right: Art v science

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Stamp duty – What you need to know, but may not

Author(s):  James PETTERSON

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What you need to know about Division 7A

Author(s):  Linda Tapiolas

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