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2017 Private Business Tax Retreat

Published on 26 May 2017 | Took place at The Palazzo Versace Hotel, Gold Coast, QLD

The advent of new data usage and evolving interactions with the ATO is an issue and this event had present key ATO officers who brought their knowledge of ATO best practice. Also covered key technical developments such as superannuation and small business rollovers that directly relate to managing the future ownership of private business in Australia – as the population ages and wealth accumulates for private business owners.

Get a 20% discount when you buy all the items from this event.

Individual sessions

The future tax practice

Author(s):  Stephen Healy

This paper covers:

  • a possible future model – “the trusted concierge”
  • unprecedented change
  • living in exponential times
  • the sharing economy
  • disruptive innovation.
Materials from this session:

Focus on the T in TAX

Author(s):  Baden U'ren

This paper covers:

  • framework to deal with disruption
  • valve software’s ideal employee
  • workspace design at Google
  • the igloo at runway
  • Bond University students at Omada Health with cofounder Adrian James.
Materials from this session:

The expanding offshore client – How Australian tax rules are taken with you and how to manage them

Author(s):  Cameron BLACKWOOD,  Chris Aboud

This paper covers:

  • expanding offshore via a company
  • expanding offshore via a trust.
Materials from this session:

Superannuation and wealth management for private business – Dealing with current structures

Author(s):  Laura HANRAHAN

This paper covers:

  • contributions
  • limited recourse borrowing arrangements (LRBAs)
  • unit trusts
  • SMSFs with lumpy or liquid real property
  • capped defined benefit superannuation income streams
  • valuing fixed term pensions.


Materials from this session:

Taxing your way to the sale of business property

Author(s):  Fletch HEINEMANN,  Sarah Dewar

This paper covers:

  • illustrations from the cases
  • preserving concessions for property on capital account
  • abandoned schemes
  • Part revenue and part capital
  • TD 2017/1
  • evidence of intention
  • stapled security positions.
Materials from this session:

Tax developments you can’t miss

Author(s):  David HUGHES

This paper covers:

  • family law and taxes
  • settlement deeds
  • Bywater Investments / Hua Wang Bank
  • other interesting developments.
Materials from this session:


Author(s):  Tim KYLE

This paper covers:

  • the roles that market value performs in the Tax Acts
  • the assumptions underpinning market value
  • the proper process for determining market value
  • the general law meaning of market value.
Materials from this session:

Emerging issues for private businesses conducted via trusts

Author(s):  Daniel SMEDLEY,  Patricia Martins

This paper covers:

  • issues identified by the ATO trusts taskforce
  • Division 7A - seven-year sub-trusts coming to an end
  • life cycle planning with the small business restructure rollover relief
  • new strategies for succession planning and the single discretionary trust.
Materials from this session:

Dealing with difficult structures – Preparing for the future

Author(s):  Linda Tapiolas

This paper covers:

  • why may a client look to restructure?
  • taxation implications relating to the transfer of various types assets
  • valuation and apportionment issues
  • transfer of business assets to companies using CGT roll-overs
  • transfer of shares using CGT roll-overs
  • small business restructure roll-overs
  • small business CGT concessions
  • commercial issues to consider when restructuring.


Materials from this session:

Superannuation and wealth management – The next frontier?

Author(s):  Chris WYETH

This paper covers:

  • the imperatives of wealth management strategy
  • tax
  • superannuation
  • alternate structures
  • alternative strategy.
Materials from this session: