Small Business Structuring and Restructuring Conference
Issues covered include: business structuring, tax , family law, estate planning, insurance, asset protection, CGT, GST
Description
If you’re advising a client who is structuring a business at the very initial stage, there are immediate red flags you need to raise as well as the obvious tax issues. Potential risks at the event of a relationship breakdown, estate planning issues, insurance and asset protection, just to name a few. Similarly, small business restructuring brings its own set of challenges. Obtain a practical guide to small business CGT concessions and rollovers, GST and other duties that practitioners often miss.
CUTTING EDGE STRUCTURING STRATEGIES TO MAXIMISE TAX BENEFITS
Chair: Vanessa Priest, Partner, Baskin Clarke Priest
9.00am to 10.30am: PRACTICAL WORKSHOP: How to Avoid the Risks & Traps of Small Business Structuring
- Key issues to consider at the initial client’s meeting: a step by step checklist
- Expertly tailoring a business structure to maximise asset protection
- Top level structuring strategies in key business industries including professional services and agribusinesses
- Practical tips on buy/sell agreements and insurance arrangements: dealing with unexpected death of business partner
- Case study
Presented by Morris Maroon, Principal and Head of Tax, Argyle Lawyers
10.30am to 10.45am Morning Tea
10.45am to 11.45am: Family Law and Business Structuring: The Details You Cannot Ignore
- Gain an understanding of how family law property settlement works and why it’s important to your clients
- Learn what assets and liabilities comprise the asset pool and key factors your clients should be aware of when setting up different structures
- Practical case studies into how a loan, business or trust may be included within the pool
- Obtain insight into how your clients can protect their assets with a financial agreement
Presented by Eleanor Lau, Partner, Lander & Rogers; Accredited Specialist in Family Law; Recommended Family & Divorce Lawyer, Doyle’s Guide 2019
11.45am to 12.45pm: Discretionary Trusts and Business Structures: What can and Will go Wrong
- Tips and tricks for including testamentary trusts in the estate plan
- Inter vivos trusts and their implications for the estate plan
- The danger of a single trust for multiple strands of the family
- Cloning and splitting of trusts, and CGT consequences
- Stamp duty and land tax considerations
Presented by Stephen Lynch, Director, Somerville Legal; Accredited Specialist in Wills & Estates; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2018
12.45pm to 1.30pm Networking Lunch
COMPREHENSIVE GUIDE TO RESTRUCTURING FOR SMALL BUSINESS CLIENTS
Chair: Tony Nunes, Senior Client Director – Tax Consulting, Kelly + Partners Chartered Accountants; Chartered Tax Adviser
1.30pm to 2.30pm: Small Business CGT Concessions: Unlocking the Latest Strategies
- Overview of the small business CGT concessions
- Recent changes you need to be up to date
- Extracting the small business concessions out of a company via a members voluntary liquidation
- Practical examples: tips and traps you can’t afford to miss
Presented by Sean Urquhart, Director – Taxation Consulting, Nexia Australia; Chartered Tax Adviser
2.30pm to 3.30pm: Keep Those Rollovers Rolling: Successfully Navigating CGT and other Rollovers
- Overview of the small business restructure rollover
- What other rollovers are available when restructuring is considered?
- Tips and traps of using rollovers
- Using rollovers with tax consolidation
Presented by Stuart Le Cornu, Partner, Fordham Group
3.30pm to 3.45pm Afternoon Tea
3.45pm to 4.45pm: GST, Duty and Restructuring a Business: Understanding the Interplay and Perfecting Your Strategies
- Key GST issues
- Intra-group supplies and going concern exemptions
- Input taxed supplies of shares/units
- Important duty
- Corporate reconstruction relief: Australia-wide rules and recent changes
- Asset and share/unit transactions: Australia-wide treatment by jurisdiction
Presented by Andrew Rider, Barrister, Level 22 Chambers; Chartered Tax Adviser
Accreditation
Attend and earn 6.5 CPD units
FASEA CPD Categories
6.5 CPD units in Technical Competence
All our conferences are able to count towards your CPD hours in accordance with the regulations of any industry association including CA ANZ, CPA and more. Click here to view your organisations' rules.
Venue
Cliftons Sydney
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia
Directions
Nearby Public Transport:
Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km
Parking Information
Parking not included in you registration. Here are some options below.
Secure Park 20 Bond Street - click here for rates
Wilson Park 1 O'Connell Street - click here for rates
Wilson Park 31 Bond Street - click here for rates