Intra-family group loans and unpaid present entitlements represent a significant
risk management issue for clients and practitioners. Compliance management and
repayment planning is now a central focus for practitioners. This session will
discuss the Board of Taxation and Federal Budget proposed reforms and
strategies for managing pre-1997 and pre-2009 quarantined UPEs and
restructuring so Div. 7A does not apply including:
- Forgiveness of loans and UPEs
- Trust to company rollovers
- Discretionary trust conversions to unit trusts
- Treasury unit trusts
- Discretionary trust conversions to corporate limited partnership
- Corporate beneficiary service trust arrangements
- Trust business licencing to companies.
Presented by Ron Jorgensen, CTA, Rigby Cooke Lawyers
The Tax Institute’s monthly Breakfast Club is especially tailored to keep you up-to-date on the latest developments in all areas of tax. Our update will bring you up to speed on the latest advances in cases, rulings and practice and is followed by our special topic which has been expressly designed by experienced tax professionals to help you best advise your SME’s and private client groups.
All sessions are scheduled to be held monthly (February–November), from 7.30am–9.00am, registration from 7.15am. Each session includes a monthly tax update and notes.
Dates for 2017
Friday 24 February
Friday 31 March
Friday 28 April
Friday 26 May
Friday 30 June
Friday 28 July
Friday 25 August
Friday 22 September
Friday 27 October
Friday 1 December