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SME / Private Clients Day 2

Published on 25 Jul 2019 | Took place at Kooyong Lawn Tennis Club, Kooyong, VIC

This event explored a range of tax tools available to SME practitioners. In each session, the presenter navigated through a range of key issues that ensures you are well-equipped to advise your clients.

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Individual sessions

Family trusts - Protecting the family jewels

Author(s):  Paul HOCKRIDGE

This paper covers:

  • managing control of family trusts – understanding the formal legal mechanisms
  • how to manage trust control
  • establishing the groundwork – use of family agreements and shareholder agreements to keep the peace
  • in what circumstances will the courts interfere with trustee decisions?
  • if they do interfere what remedies will they grant?
  • structuring trusts to avoid disputes – key provisions to include 
  • lessons from the Mercanti decision.
Materials from this session:

Cross border succession planning

Author(s):  Emma WOOLLEY

This presentation covers:

  • multicultural Australia
  • conflict of laws
  • domicile and residence
  • cross border issues.

 

 

Materials from this session:

Trust income distributions: Practical lessons following Lewski

Author(s):  Gareth Redenbach

This presentation covers:

  • drafting effective trust resolutions
  • backgrounds facts (summary)
  • factual matrix
  • issues in dispute 2006
  • issues in dispute 2007
  • issue 1: present entitlement
  • practical issues in drafting trustee resolutions.

 

 

 

 

 

 

Materials from this session:

The big issues in SMSF

Author(s):  Liz Westover

This presentation covers:

  • where are SMSFs investing?
  • government policy
  • progress of legislation
  • Budget announcements
  • ATO focus.
Materials from this session: