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Recorded Webinars

Recorded Webinar: Restructuring Arrangements: Making the Most of the Small Business CGT Concessions

When reviewing a client’s estate plan, advisers may discover that certain assets are not sitting in the right structure. This session examines how advisers can use the small business CGT concessions to restructure assets, without triggering significant tax consequences. It covers
PRESENTED BY Andrea Carrick Director, SMSF Specialist Advisor - AG Tax Lawyers , Melbourne

Date/Time

About the Webinar

When reviewing a client’s estate plan, advisers may discover that certain assets are not sitting in the right structure. This session examines how advisers can use the small business CGT concessions to restructure assets, without triggering significant tax consequences. It covers:

  • When is it appropriate to restructure assets to pass on to the next generation?
  • Issues to consider when moving assets within family group
  • Options for restructuring assets into separate companies
  • When is an asset an active asset?
  • Deriving capital proceeds to enable the use of the CGT concessions
  • Understanding how to identify market value
  • Getting the money into the hands of individuals
  • Case studies

Presented By

Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic

Andrea has over 18 years of experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Andrea also has a wealth of experience liaising and negotiating with the ATO and Revenue Offices on behalf of clients in audits, investigations, objections and private ruling applications.

Andrea has a keen focus on superannuation, particularly in respect of SMSFs. She has extensive experience advising SMSF trustees and their advisers in regulatory and compliance matters and maximising opportunities for members with the intersection of the Small Business CGT Concessions and Superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible.

Andrea is a regular presenter for the TEN The Education Network, Legalwise Seminars and CPA tax discussion groups.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD units/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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