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Loans and UPES – Do we need a company bypass… or maybe even a trust transplant?

Published on 10 Nov 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • policy
  • UPE strategy
  • interest only model
  • business income election
  • disclaiming a trust interest
  • reimbursement agreements.

Author profile

Gregory Travers CTA
Greg is the Director in charge of the Tax services division of William Buck in Sydney. His clients are predominantly private businesses, both Australian and foreign businesses, as well as higher wealth individuals and families. Greg’s work includes advising on issues and transactions, such as restructuring, exit strategies, business acquisitions and international expansion, along with referrals from accountants, lawyers and other advisers. Greg is an experienced presenter, the author of the title, The Tax Advisor’s Guide to Part IVA, published by The Tax Institute and Asia Pacific Chair of the Praxity Global Tax Committee. - Current at 15 June 2022
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This was presented at 24th Noosa Tax Intensive .

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Individual sessions

Workshop 2: Division 7A & Division 152

Author(s):  Paul Banister,  Ash CHOTAI,  Stuart Glasgow,  Linda FARMER,  Brian Richards,  Neal DALLAS,  Maggie Millar

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Workshop 3: Part IVA

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Workshop 1: Capital management issues

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When will Part IVA be an issue with SME reorganisations

Author(s):  Kirsten FISH,  Simon STEWARD

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