Section 100A: Ensuring Compliance and Strategic Planning for Business Succession

Thursday, 15 August 2024
Description

Attend and earn 1 CPD hour in Substantive Law
This program is applicable to practitioners from all States & Territories

* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules

Chair

Jane Harris, Senior Associate, Brown Wright Stein Lawyers; Chartered Tax Adviser

Section 100A: Ensuring Compliance and Strategic Planning for Business Succession
  • What is a reimbursement agreement?
  • The ordinary dealings exception
  • Current ATO guidance in TR 2022/4 and PCG 2022/4
  • Implications for trustee distribution resolutions

Presented by Stuart Le Cornu, Partner, Fordham; CA; CTA

Presenters


Jane Harris, Senior Associate, Brown Wright Stein Lawyers
Jane Harris CTA is a Senior Associate at Brown Wright Stein Lawyers with over 15 years of experience assisting high net wealth and SME clients with taxation matters. With a background in accounting and business services, Jane provides tax and commercial advice to accountants, small to medium enterprises and private clients. Jane is an admitted Solicitor of the Supreme Court of NSW and holds Bachelor of Commerce, Bachelor of Arts, Juris Doctor and Master of Laws degrees from the University of Sydney.


Stuart Le Cornu, Partner, Fordham
Having worked in tax and accounting since 1997, Stuart Le Cornu has a wealth of experience with helping business owners to achieve their financial and business goals, including acquisitions and sales transactions. He also assists companies to meet their objectives with strategic planning initiatives, financial planning and taxation planning, with a keen focus on international tax. Being one of Fordham Group’s Tax Advisory specialists, he is of course also an expert in assisting with ATO audits and risk reviews! In fact, Stuart is so good at what he does, that he presents on taxation of trusts, Division 7A and small business Capital Gains Tax matters. Stuart's approach to tax planning commences from day one. He takes the time to thoroughly review existing structures, interrelationships between entities, location of assets, liabilities and IP, history capital gains cost bases, loan accounts, previous tax strategies and future plans. By June in every year, there are no surprises. Just a simple reassurance that everything remains on track.

OND248N11A1

Section 100A: Ensuring Compliance and Strategic Planning for Business Succession

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

Single Session
CPD Points 1
$160.00
$112.00
On Demand 20241015 20240815

On Demand

Register