shopping_cart

Your shopping cart is empty

2017 SA Family Business Day

Published on 28 Jul 2017 | Took place at Adelaide Convention Centre, Adelaide, SA

Some of the topics presented at this event included:

  • SA small business and economic update
  • tax considerations in funding growth
  • SMSF & property
  • structuring & restructuring (tax and legal)
  • Division 7A – cleaning up the loans and UPE mess
  • buy-sell agreements & cross insurance
  • tax Losses.

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

Individual sessions

Buy-sell agreements & related insurances

Author(s):  Talia Begley

This paper covers:

  • what is a buy-sell agreement?
  • key legal aspects of the agreement
  • key taxation issues
  • some practical tips.
Materials from this session:

Tax losses

Author(s):  Andrew Burns

This paper covers:

  • company losses
  • trust losses
  • non-commercial losses.
Materials from this session:

Tax considerations in funding growth opportunities

Author(s):  Tom Paltridge

This paper covers:

  • not so black and white: debt v equity
  • value shifting: not even once
  • early stage innovation companies
  • ESS: not a dirty word
  • the sleeper CGT provision: Division 149
  • fun police: anti-avoidance provisions.
Materials from this session:

Structuring and restructuring family businesses – Current legal and tax considerations

Author(s):  Judy Choate

This paper covers:

  • CGT relief, including rollovers
  • small business restructuring CGT relief – Subdiv 328-G
  • discount capital gains and trusts’ net capital gains – Division 115 ITAA 1997
  • rollover to wholly-owned company – Division 122 ITAA 1997
  • scrip for scrip roll-over – Subdivision 124-M ITAA 1997
  • disposal of assets by a trust to a company – Subdivision 124-N
  • small business relief – Division 152.
Materials from this session:

Division 7A – Cleaning up the loans and UPE mess

Author(s):  Chris WOOKEY

This paper covers:

  • market intelligence – practical application
  • how to repay?
  • ordinary loans.
Materials from this session: