Seventh Annual Trusts and Companies Taxation Symposium

The tax landscape is constantly evolving and the challenges facing tax advisers continue to grow. This year’s symposium examines unpacks these complexities, including the future of trusts, the ATO’s current position on reimbursement position, and trust resolutions for small business CGT concessions. Other highlights include Division 7A challenges, clearing the tax decks for the sale of business, and managing distributions in cross-border trusts.

Taxation of Trusts

• Next Exit: Trusts?

• Section 100A Reimbursement Agreements: When is a Dealing Between Family Members Not in the Course of Ordinary Family Dealing?

• Trust Resolutions for Small Business CGT Concessions and Income Recharacterisation

Technical Challenges for Advisers

• A Deep Dive into Loan Accounts

• Amending Trust Deeds and Avoiding Tax Nasties

Tax Issues Affecting Companies

• Clearing the Tax Decks – Getting a Business Ready for Sale

• Bringing in New Investors in Family Businesses

• Damocles’ Sword: The Future of Division 7A

Cross Border Issues

• Managing Distributions in Cross-Border Trusts