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Practical international tax issues for SME and high-net-worth (HNW) clients presentation

Published on 31 Oct 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • recent developments in tax residency: individuals
  • recent developments in tax residency: companies
  • recent developments in tax residency: the impact of the MLI on corporate residency
  • recent developments in tax residency: trusts
  • taxation of trusts – an overview
  • distributions of corpus and current year income.

Author profiles

Jonathan Ortner FTI
Jonathan is a partner in Arnold Bloch Leibler’s Sydney taxation group and practices in all areas of direct and indirect tax with a particular focus on the taxation of trusts and corporate income tax and mergers and acquisitions. Jonathan has also advised extensively on cross-border taxation issues; employment taxes, including the tax treatment of employee share schemes, termination payments and fringe benefits; and the GST implications of transactions and dealings in the development of property. Using his technical tax knowledge, Jonathan works with clients to obtain commercial and practical outcomes. He has particular experience in dealing with the Australian Taxation Office on complex tax issues in a dispute resolution context. Jonathan is a keen and active member of the tax community. As well as presenting on tax topics at various sessions and authoring a number of published articles, papers and bulletins, Jonathan is the Deputy Chair of the Tax Institute’s SME committee and is recognised as a key tax lawyer in the Legal 500 Asia Pacific. - Current at 24 November 2021
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Peter Scott FTI
Peter is a Senior Associate in the King & Wood Mallesons taxation group. He provides strategic and technical tax advice to Australian and international clients, including listed companies, fund managers, super funds and private groups. Peter advises across most areas of income tax and GST with a particular focus on corporate and international tax, deals, funds/trusts and tax controversy matters. Peter is a member of the Tax Institute NSW Emerging Leaders Subcommittee and was a 2019 Tax Institute Awards finalist in the Emerging Tax Star category - Current at 27 January 2022
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This was presented at 2019 Western Australia Tax Intensive .

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