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SA Tax Forum

Published on 23 Mar 2022 | Took place at Adelaide Oval, SA

This event covered a range of tax issues that confront us in the ever-changing environment we work in. With an emphasis on the practical resolution of issues, the event looked at such areas as the latest developments in structuring professional practices, heard about the challenging employment tax issues faced by employers operating a mobile workforce and provided advanced strategies for dealing with trust structures and small business CGT concessions.

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Individual sessions

Superannuation CGT cap planning – tips and traps

Author(s):  Tasha NAIGE

This paper covers the interactions between the superannuation CGT cap and the small business 15-year exemption and small business retirement exemption.

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SMSF – 2022 planning

Author(s):  Shirley SCHAEFER

This paper covers an update to current SMSF rules, focusing on what practitioners need to do with their SMSF clients prior to
30 June 2022.

 

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When do you need a FTE? The not so obvious issues…

Author(s):  Simon HOW

This paper covers the main situations in which a family trust election may be required and sets out some of the not so obvious issues associated with making a family trust election.

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Succession planning for SMSF income streams – optimising the outcomes

Author(s):  Daniel Marateo

This paper covers:

  • Managing multiple income streams on death – which should be commuted and which retained?
  • Planning for the taxable and tax-free components
  • Reversionary pension planning and interface with the transfer balance cap regime
  • Specialised superannuation power of attorney arrangements and
  • Tailoring income streams to achieve tax and commercially effective outcomes.
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Employees are now working remotely around the world – what employment tax issues do you need to be aware of?

Author(s):  Tim Cooper,  Natasha Wegener,  Sudette Wepener

This paper covers:

  • Australian tax residency
  • Key elements of Double Tax Agreements
  • Contractual obligations
  • Corporate tax exposure
  • Employer obligations (home & host)
  • Work rights and other regulatory considerations and
  • The pitfalls and the opportunities.
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Approved Dealing with difficult structures – preparing for the future

Author(s):  Linda Tapiolas

This paper covers:

  • Intellectual property, social media and ownership
  • Managing valuation issues involving complex structures taking into account cases, affiliates and connected entities
  • Whether Subdiv 328-G helps in these situations?
  • Buyer versus seller considerations.
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Tax Policy and Advocacy update

Author(s):  Scott TREATT,  Robyn Jacobson,  Julie Abdalla This video covers an update from the Tax Policy and Advocacy team.

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Division 7A

Author(s):  Tim Edgecombe

This paper covers:

  • Brief recap on why Division 7A exists
  • Loan repayments by direct set-off against a dividend
  • What if the minutes or dividend statement are prepared late?
  • Compromise the minimum annual repayment?
  • Loan repayments by round-robin set-off against a dividend
  • Circular round of payments by journal entries
  • Not legally effective payments – Division 7A breach!
  • ATO’s position
  • Asset protection risk
  • Solutions and
  • Practical examples.
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The cutting edge of small business CGT concessions – planning and traps

Author(s):  Linda Tapiolas

This presentation covers practical tips and tricks for planning your small business CGT concessions.

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I don’t just call Australia home – what it means for your individual tax return to be working globally

Author(s):  Matthew Fregona

This paper covers:

  • Employment income
  • Rental properties
  • Interest/dividends/trust income
  • Tax Offsets (FITO, LITO, LMITO)
  • Medicare Levy
  • Cryptocurrencies
  • Capital gains (including main residence exemption) and
  • Common deductions.
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Vesting trusts: The critical issues – Part 1

Author(s):  Philip Bender

This paper covers:

  • Court jurisdiction to explore vesting issues
  • Trust vesting
  • Settlements of trust
  • Duty/CGT triggering events
  • ATO ruling and
  • Amend the trust deed to have a different vesting period.
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The next 5,000 program – what have we seen?

Author(s):  Amy JAMES-VELAGIC

This presenation covers:

  • Overview of the Next 5,000 program and how the ATO is engaging with these wealthy private groups
  • Comparison between the Top 500 program and Next 5,000 program
  • Insights and observations to date on tax governance, income tax and GST
  • The ATO’s current Next 5,000 program focus areas and most common issues being identified and
  • Understanding of how we are working with Next 5,000 clients to resolve issues.
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Vesting trusts: the critical issues - Part 2

Author(s):  Neil Brydges

This presentation covers case studies involving a winery owning trust/company structure to explore some of the tax issues discussed in Part 1, that may arise in the lead-up-to, at, and after vesting.

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Estate administration – getting it right…

Author(s):  Caitlin Ashworth,  Ben WILSON

This presentation covers the key issues for Executors (and their advisers) when administering deceased estates with significant assets.

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Directors’ duties

Author(s):  Leah Cowell

This presentation covers:

  • The Director identification number
  • Employment tax obligations for Directors fees
  • Exploration of potential options to limit the damage when you’ve got it wrong and the rectification process
  • Employment tax obligations/renumeration and
  • PAYG/GST/Superannuation/Liabilities.
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Mental health in our workplace new set

Author(s):  John Mannion

This presentation covers the importance of looking out for ourselves, our family, our friends and our work colleagues and provide tips on how to start the conversations around mental health (often considered the hardest part).

 

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