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Author: Admin Steps

Reallocating Estate Assets – After Death Without Tax

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) Key Points Many estates pass assets equally to children. After death, one or more children may decide they wish to take exclusive ownership over certain assets. Using the normal approaches,

Admin Steps July 23, 2019 Estate and Succession Planning, Taxation and Trusts Read more

QBCC Requirements: Poor Structuring Causes Financial Woes

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser Key Points QBCC is again closely monitoring the financial state of licensed businesses in the construction industry. A number of licensed businesses are failing the financial requirements due to the

Admin Steps July 23, 2019 Structures And Restructuring Read more

Reallocating estate assets – after death without tax

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) A common estate plan is to draft the Will to pass the estate to identified beneficiaries (either named persons or testamentary trusts in equal shares). The portion of the estate

Admin Steps February 12, 2019 Estate and Succession Planning, Taxation and Trusts Read more

Aussiegolfa appeal confirms our view: Relief for grandfathered trusts

Contributed by Domenic Festa, Principal, Steps Law Published in CCH iKnow Issue 1 (January 2019) The Aussiegolfa appeal (Aussiegolfa Pty Ltd (Trustee) v FC of T [2018] FCAFC 122) involved the provision of residential accommodation to a related party of

Admin Steps January 23, 2019 Uncategorized Read more

Trust Splitting: Better alternatives for consideration

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) Trust splitting is a process that involves appointing a separate trustee for certain identified assets of a single trust. The purpose of a trust split is to separate the control

Admin Steps November 13, 2018 Structures And Restructuring, Taxation and Trusts Read more

Trust Splitting: Opportunities Remain!

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) On occasions, it is desirable to restructure the assets of a trust. The motivations for a restructure can include: succession planning, separating control of certain assets to different persons, separating

Admin Steps November 7, 2018 Structures And Restructuring, Taxation and Trusts Read more

ATO attack on Stapled Structures: Does it affect Private Business

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) The ATO has had on its radar what it describes as stapled structures. It has identified a number of concerns that it has with stapled structures. Then in the May

Admin Steps October 24, 2018 Structures And Restructuring, Taxation and Trusts Read more

Effect of Trust Vesting Date: ATO confirms our long-held view!

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) Most trusts, and all private discretionary trusts, have what is known as a vesting date which is described differently in different trust deeds e.g. Vesting Date, Perpetuity Date, Termination Date,

Admin Steps October 22, 2018 Structures And Restructuring, Taxation and Trusts Read more

CGT Amendments – A Missed Opportunity

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) Published in Australian Tax Week Issue 25 (22 June 2018) Amendments to the small business CGT concessions (SBCC) were introduced to Parliament in the Treasury Laws Amendment (Tax Integrity and

Admin Steps August 29, 2018 Taxation and Trusts Read more

CGT Amendments Introduce Unnecessary Complication for Small Business

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) Published in Australian Tax Week Issue 3 (8 June 2018) and The Tax Institute Volume 53(1) Amendments to the small business CGT concessions (SBCC) were introduced to Parliament in the

Admin Steps August 29, 2018 Taxation and Trusts Read more
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