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Asset protection and succession planning management for UPEs presentation
Published on 17 Aug 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- planning approaches
- planning tax issues
- creation & satisfaction UPE
- refinancing UPE
- UPE transfer
- restructure trust control.
Author profile
Ronald Jorgensen CTA
Ron principally consults on Commonwealth and State tax laws, tax dispute resolution and compliance enforcement. Ron specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax sensitive commercial and property transactions. Ron is an Accredited Specialist Tax Law and member of the Tax Law Advisory Committee with the Law Institute of Victoria. He is a member of the Property and Commercial Law Committee of the Law Society of Tasmania. Ron is a Chartered Tax Advisor and member and former chair of the States Taxes Committee (Vic) of The Tax Institute. Ron was recognised by Doyle’s Guide Leading Tax Lawyer - Victoria for 2015 to 2021 and Best Lawyers for tax law - Australia 2021 and Global 2021. - Current at 16 July 2021
This was presented at 51st Western Australia State Convention .
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Tax issues for startups raising funds
Author(s): Toby EGGLESTONMaterials from this session:
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Asset protection and succession planning management for UPEs and loans
Author(s): Ron JORGENSENMaterials from this session:
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The post BEPS world – Lessons learned
Author(s): Matthew POPHAMMaterials from this session:
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Dismantling corporate structures – Case studies
Author(s): Simon AITKENMaterials from this session:
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What’s current and where to next with the R&D tax incentive – An adviser’s and administrator's perspective
Author(s): Steve Carroll, Scott Parkinson, Greg ThomasMaterials from this session:
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Related party financing – State of play
Author(s): Shahzeb Panhwar, Niv TADMOREMaterials from this session:
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Taxing goodwill and taxing scotch mist
Author(s): Michael WALPOLEMaterials from this session:
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The latest developments in succession planning for trusts
Author(s): Daniel FRY, Lisa MonacoMaterials from this session:
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What do self-driving cars, game-playing robots and tax have in common?
Author(s): Belinda TOWNSEND, Zane DuncalfMaterials from this session:
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