Trusts for SMEs 2019 | The Tax Institute | 22 October 2019 | Tattersall's Club, 215 Queen St, Brisbane, QLD Australia

In modern times, the use of trust structures has become common practice, providing clients with flexible and tax effective ways of dealing with their assets and income. The client objectives will often be different depending upon whether they are establishing structures to conduct trading activities or merely want a ‘safe’ investment structure. But whatever the reason, it is critical that practitioners understand the trust and tax laws that govern trusts, and the current ATO view of these laws, so as to ensure that client trust structures remain effective.

This event will be delivered by leading experts, each highlighting issues affecting trust structures that are both complex and areas of focus by the ATO. The objective of the day is to enhance the skills of practitioners, making them aware of higher-risk issues, and understand how to best manage them.

Topics:
• Are trusts still a suitable structuring option?
• Small business CGT concessions
• Sleeper issues including the operation of Division 6, s99B, s100A
• Family trust elections
• Vesting
• Residency
• State tax issues

2019 Presenters

Leanne Connor
Director, WGC Business Advisors Pty Ltd

Fletch Heinemann
Partner, Cooper Grace Ward Lawyers

Sarah Lancaster
Special Counsel, Cooper Grace Ward Lawyers

David Marks
Commercial Silk, Queensland Bar

David Marschke
Special Tax and Legal Adviser

Michael McLaughlin
Qualified Lawyer, West Garbutt

Dominic Moon
Soecial Counsel, Deloitte Private

Catherine Nufer-Barr
Specialist Tax Lawyer, McCullough Robertson

Melinda Peters
Special Tax and Duty Lawyer, McCullough Robertson

Anisha Singh
Senior Associate, Deloitte Private