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  Estate planning Succession 2018

Asset protection and succession planning management for UPEs and loans

Source: Western Australia

Published Date: 17 Aug 2018

 

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This paper covers:

  • overview of estate succession planning strategies
  • overview of asset protection planning strategies
  • overview relationship breakdown planning strategies
  • overview of Div. 7A deemed dividends
  • 2016 & 2018 Federal Budget Div. 7A Amendments
  • overview of Sec. 245 Commercial Debt Forgiveness
  • overview of Sec. 100A Reimbursement Agreements
  • overview of capital gain tax (CGT)
  • creation and discharge and satisfaction of UPE
  • asset revaluation reserve distributions
  • financier or intra-group refinancing or redrawing UPEs
  • bi-partite and tri-partite setting off of UPEs.
Author(s)

Individual Session

Asset protection and succession planning management for UPEs and loans

Author(s): Ron Jorgensen CTA
Materials from this session:

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Details

  • Published By: Ron Jorgensen CTA
  • Published On:17 Aug 2018
  • Took place at:Crown Perth, Perth

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