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Optimising Outcomes with Small Business CGT Relief

Wednesday, 28 March 2018 - 5:00 PM to
Wednesday, 28 March 2018 - 6:00 PM
Cowell Clarke 63 Pirie Street, Adelaide, SA Australia
Event Coordinator: emmacollins@taxinstitute.com.au
     

Registration Time: 16:45:00 PM

Member Price: $75.00

Non Member Price: $100.00

CPD hours:1.00

On 8 February 2018 Treasury released an exposure draft of legislation that, if implemented, will substantially complicate access to CGT relief for shareholders in companies and unitholders in unit trusts. Despite very little detail being initially announced, the new measures are currently proposed to apply from 1 July 2017.

This session will not only review the proposed measures but will also revisit some of the challenging issues and strategies to optimise outcomes and avoid the pitfalls. The presentation will include:

  • Proposed extra requirements where a CGT event happens to shares or trust interests
  • Classes of shares and whether they cause a problem
  • The potential benefit of nominating “controllers” of a discretionary trust
  • Determining when a CGT event is in connection with retirement
  • The pitfalls and traps commonly associated with shares as a replacement asset.

Presenters

Peter Slegers, CTA. Cowell Clarke
Emily Anderson. Cowell Clarke