Special Tax Topics 2024-25 - Wealth transfer & retention - The current thinking

This session will focus on strategies for clients with significant wealth, large inheritances, and high or fluctuating income.

$113.64

non-member : $136.36

Description

Through case studies, it will explore alternative structures to SMSFs for transferring, retaining, and building family wealth.

On successful completion of this session, participants should be able to:

Explain to effected clients the potent application of the new Division 296 tax on super
Explain wealth retention and creation structures, apart from SMSFs (such as trusts, bucked companies and two-tiered investment structures)
Identify the current risk areas such as Division 7A, s100A and potential 'wash-sale' arrangements
Discuss how super funds can be used in the future, including unitisation of assets and Regulation 13.22C, the 'death tax' and the use of un-used concessional contributions.

This session forms part of the Special Tax Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.

These sessions will:

Ensure you get the critical knowledge you need while minimising your time out of the office.
Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
Help you avoid any possible traps and pitfalls
Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Presenter