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 CTA
Materials from this session:

Details

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

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Capital Gains Tax (CGT) Estate planning Succession Tax administration Trusts 2012

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