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2018 Barossa Convention

Published on 03 May 2018 | Took place at Novotel Barossa Valley Resort, Adelaide, SA

The Barossa convention covered the following topics:

  • the tax professional of the future
  • technology – how will it change your role, your business and the value you provide your clients?
  • reigniting the question of “carrying on a business” and the potentially wasteful imputation system
  • restructuring a small business
  • family matters and the balancing act
  • stamp duty – when do you need to think about it?
  • part A: start-ups and innovation
  • the use of Everett Assignments in modern-day partnerships
  • non-resident investment in property
  • how to make the best use of your company losses.

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

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Individual sessions

Restructuring a small business

Author(s):  Stephen HEATH,  Grantley STEVENS

This paper covers:

  • CGT rollovers
  • Subdivision 328-G: restructures of small businesses
  • case study 1: business conducted by another entity
  • case study 2: shares
  • case study 3: safe harbour rule
  • case study 4: company with family trust shareholder
  • sole trader to corporate structure.

 

Materials from this session:

Reigniting the question of “carrying on a business” and the potentially wasteful imputation system

Author(s):  Tom Paltridge

This paper covers:

  • the changing SBE landscape
  • what’s my tax rate?
  • franking rate – back to basics?
  • tax rate cut - the false economy.
Materials from this session:

Superannuation strategies post 1 July 2017 – What do you do now?

Author(s):  Kerri Reynolds

This paper covers:

  • what has changed?
  • case study facts - future family
  • pre 1 July 2017 strategies
  • post 30 June 2017 strategies.

 

Materials from this session:

Family matters and the balancing act

Author(s):  Andrew SINCLAIR

This paper covers:

  • consideration of Bankruptcy Act 1966
  • bankruptcy case - Royal v El Ali5
  • consideration of dividend stripping to the V. Mort Pty Ltd proposal to issue dividend access shares
  • family trust – control and common asset protection issues
  • preserving family intent – family agreements.
Materials from this session:

How to make the best use of your company losses

Author(s):  Sean VAN DER LINDEN

This paper covers:

  • COT and tracing – private groups
  • the similar business test
  • tax consolidation and M&A.
Materials from this session:

The tax professional of the future

Author(s):  Stephen HEALEY

This presentation covers:

  • the case for change – and the inhibitors
  • unprecedented change
  • living in exponential times
  • the sharing economy
  • the professions and the trust paradigm
  • robotics, automation and AI
  • disruptive innovation and how to deal with it
  • a potential future model – The "Trusted Concierge" and the importance of questions and connectivity.
Materials from this session:

Technology - How will it change your role, your business and the value you provide your clients?

Author(s):  Alistair Hutson

This presentation covers:

  • current outlook
  • technology for tax professionals
  • using data analytics
  • adding value with data analytics
  • tax function of the future
  • governance to support automation.
Materials from this session:

Non-resident investment in property

Author(s):  Marc ROMALDI

This presentation covers:

  • changes to residency
  • visa requirements
  • structuring options
  • related party loans
  • FIRB
  • AUSTRAC and ATO.
Materials from this session: