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Using rollovers to restructure podcast

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Published on 20 May 21 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This podcast covers some pitfalls and hints with using some of the well-known and popular rollovers.

Author profiles

Richard Son
Richard Son is a Senior Manager in the PwC Sydney tax team with nearly 10 years of experience. He has deep expertise in providing tax consulting and compliance services to multinational clients, ASX listed companies and private family groups on domestic and international tax issues. Richard has worked with many prestigious corporate and family groups on buy and sell side transactions. His particular focus is in the SME space and has worked on various industry sectors. - Current at 08 May 2021
Kaajri Vaughan
Kaajri Vaughan is a Tax Partner at PwC Sydney with almost 15 years experience providing tax advisory and compliance services to privately owned groups. She has worked extensively on both buy and sell side transactions and has particular expertise in advising on tax effective structuring. Kaajri works across a range of industries and has advised on a number of large transactions, international expansions (with a particular focus on the US, UK and parts of Asia) and complex divestments. Kaajri is a Chartered Accountant and lawyer and holds a Master of Applied Commerce and Juris Doctor. - Current at 08 May 2021

 

This was presented at NSW 13th Annual Tax Forum .

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Individual sessions

The dark corners of Division 7A

Author(s):  Andrew Noolan

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Tax issues in a difficult environment

Author(s):  Neil PEREIRA,  Narayanan Sushma

Materials from this session:

Current battlegrounds in GST

Author(s):  Andrew HOWE,  Helena Papapostolou

Materials from this session:

Trust hot topics

Author(s):  Ken SCHURGOTT

Materials from this session:

Demergers and capital management update

Author(s):  Simon JENNER,  Andrew SHARP

Materials from this session:

Family trust elections – why bother making one?

Author(s):  Danielle Constantine,  Todd Want

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ATO’s new top 1000 combined assurance program

Author(s):  Judy MORRIS,  Karen Price

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R&D is back and alive

Author(s):  Mariana Von Lucken

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Broader issues of trust distributions – it is not all about the tax

Author(s):  Mark RICHMOND

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Don't lose your losses

Author(s):  Sarah Saville,  Roop Sangha

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Estate Planning – tax implications and other considerations

Author(s):  Chanmony Om

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Economic update

Author(s):  Kristian Kolding

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Enforcing JobKeeper and cash flow boost – dealing with audits and issues arising from accessing the stimulus payments

Author(s):  Chris ARDAGNA,  Robyn Jacobson

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Superannuation and Estate Planning

Author(s):  Julie Dolan

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R&D/Evidence/Case Law – Record Keeping

Author(s):  Sandra Boswell,  Rebecca Iwanuscha

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The virtual environment – how to communicate, network and build a personal brand effectively in the digital age

Author(s):  David SMITH

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SMSFs and property development – where are we at?

Author(s):  Philip BRODERICK

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Employment as a tax base

Author(s):  Paul Nghi,  Adam Nicholas

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Small business CGT concessions

Author(s):  Adrian Bailey

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Temporary full expensing and loss carry back – what will attract the ATO’s attention

Author(s):  Tim Dyce,  Amy JAMES-VELAGIC

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So you think they’re a contractor?

Author(s):  Matthew McKEE

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State taxes for corporates – stamp duty

Author(s):  Matthew CRIDLAND

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The shift to corporate entities is there still hope for the trust

Author(s):  Annelise Jeromela,  Dung Lam

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Turnover – what is there to consider?

Author(s):  Vanessa PRIEST

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Navigating legacy issues in the SMSF minefield – impacts, options and consequences

Author(s):  Leigh Mansell

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Using rollovers to restructure

Author(s):  Richard Son,  Kaajri Vaughan,  Vanessa Elias

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Foreign investment review board reforms – what do you need to know?

Author(s):  Peter FEROS,  Geoff Hoffman

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Transfer pricing in a COVID world

Author(s):  Tim Keeling,  Keith Swan,  Joseph Tranzillo,  Erfan Moharamzadeh

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Guarantee of a superannuation audit?

Author(s):  Emma Munro

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Hybrids 101 and where to next?

Author(s):  Amelia Teng

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Payroll taxes

Author(s):  Andrew Rider

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Issues with real estate

Author(s):  Scott McGill

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Further details about this event:

 

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