Capital Gains Tax (CGT) Estate planning Succession

A fresh look at year-end issues

Source: QLD

Published Date: 1 Jun 2012

 

Aside from the usual year-end planning issues, this presentation highlights the things you need to add to your list in the light of recent changes to the law including:

  • new streaming issues and rules around CGT
  • things to do before 30 June and post-Budget
  • trust distributions: streaming dividends and capital gains
  • closely held trust issues and compliance at year-end: family trust elections, withholding tax
  • estate matters: capital vs income and life tenants.

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Individual Session

A fresh look at year-end issues

Author(s): Stephen Holmes
Materials from this session:

Details

  • Published By: Stephen Holmes
  • Published On:1 Jun 2012
  • Took place at:Sofitel Hotel Broadbeach, Gold Coast

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Capital Gains Tax (CGT) Estate planning Succession Trusts 2012

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