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2021 Yarra Valley Tax Retreat

Published on 03 Jun 2021 | Took place at RACV Healesville Country Club & Resort, Yarra Valley, VIC

2021 finally rewards us with an opportunity to reconnect. Unwind and take in all the idyllic Yarra Valley has to offer while connecting with industry-leading experts on a range of hot topics for SMEs and private clients. This 2-day residential-style retreat offered a packed program of practical insight and thought leadership. Highlights included:

  • Dr Julianne Jaques QC, CTA and Frank Hinoporos, CTA of Hall & Willcox taking us through the latest issues in tax residency
  • The Tax Institute’s Senior Advocate, Robyn Jacobson, CTA and Neil Brydges, CTA of Sladen Legal covering a raft of recent developments in property
  • Paul Hockridge, CTA of Mutual Trust exploring the tax consequences of new working arrangements in the post-COVID world.

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

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Individual sessions

Consequences of mobility on the family group

Author(s):  Julianne JAQUES

This paper covers:

  • The current state of play on residency, both corporate and individual
  • Current residency issues affecting SMEs
  • Risk management.
Materials from this session:

All abroad: Managing tax consequences involved in operating offshore

Author(s):  Denise HONEY,  Suzanne Bushell

This paper covers the Australian tax considerations associated with a business expanding offshore including the establishment of
operating structures, related party agreements, governance protocols and profit repatriation and recent COVID-19 impacts.

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Restructuring to protect against financial stress

Author(s):  Chris WOOKEY

This paper covers:

  • Restructuring to move assets from at-risk entities
  • Restructuring to move business operations from an asset-rich entity
  • Insertion of holding companies / entities to an existing structure
  • Trust gift/loan-back arrangements.
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I am in financial stress – What to do now?

Author(s):  Scott Anderson

This paper covers I am in financial stress – what to do now?

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FBT and tax consequences of new working arrangements

Author(s):  Paul HOCKRIDGE

This paper covers:

  • FBT fundamentals – the rates and dates
  • What has changed and what the Commissioner has had to say on FBT
  • FBT answers that we are still waiting on
  • Victorian Payroll Tax in the COVID era
  • Working from home deductions – the Commissioner’s views
  • Travelling from home (your usual place of work).
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Latest legislative developments in property

Author(s):  Neil Brydges,  Robyn Jacobson

This paper covers:

  • The vacant land measures which deny deductions for holding costs
  • The impact of these changes on property developers
  • The amendments which deny the CGT main residence exemption to foreign residents
  • Strategies to mitigate the effect of these changes, including understanding the available exemptions.
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Small scale property development

Author(s):  Rajan Verma

This paper covers small scale property development.

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What happens where the intended use of property changes?

Author(s):  Rachel O'Donnell,  Adam Dimac

This paper covers both the direct and indirect tax consequences arising from the change of intention.

Materials from this session: