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Preparing for retirement & succession planning presentation

Member Price: Free
Non Member Price: $15.00

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 05 Nov 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • buy/sell agreements
  • timing of CGT events
  • Self v Cross Insurance
  • smendments to CGT rules for death compensation and TPD
  • subdivision 152-D retirement exemption where no proceeds
  • roll-over into superannuation if over 55
  • trusts with deemed capital gain but no income.

Author profile

Michael Parker CTA
Photo of author, Michael PARKER Michael is a Partner in the Taxation section of Hall & Wilcox Lawyers. His practice focuses on tax disputes, domestic income tax issues, including CGT and Div 7A, business sales, acquisitions and restructures and GST. Michael has extensive experience handling a broad range of taxpayer disputes, including disputes concerning the small business CGT concessions, having acted for the taxpayers in White v FCT [2009] FCA 880, White v FCT [2012] FCA 109 and Altnot v FCT [2013] AATA 140, among other cases. Michael regularly consults to the Board of Taxation and Treasury, including in respect of Div 7A, small business impediments and the small business CGT concessions. He is a regular presenter for The Tax Institute. - Current at 05 May 2022
Click here to expand/collapse more articles by Michael PARKER.

 

This was presented at 23rd National Tax Intensive Retreat .

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

Individual sessions

Trusts & trust accounting - It is not getting any easier

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Winding back (or down) the company

Author(s):  Vanessa PRIEST

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Vesting trusts - Income tax

Author(s):  Terry MURPHY

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Preparing for retirement & succession planning

Author(s):  Michael PARKER

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Role of super in estate planning and issues on death

Author(s):  Paul Banister

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Further details about this event:

 

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