Family Law: Tax, Accounting, Superannuation and Business Valuation Issues

BANKS GROUP WEBCAST

Click here to download the slide booklet.

This three-part webcast showcases valuable insights from Banks Group specialists, including:

Hanh On – Superannuation Partner (6:22)

  • Tax implications of the recent superannuation reforms
  • Valuation of superannuation interests for family law purposes
  • Issues affecting superannuation entitlements

Andrew Fisher – Audit Partner (21:25)

  • Main methods for valuing a business in a family law context
  • Single expert system
  • Family Law rules and other legislation (APES 225 and APES 215)
  • Documentation usually required
  • Nature of valuation – are we valuing the business, or the shares of a company?
  • Interesting cases – taxi licence, hydroponic marijuana equipment, superannuation auditor…

Tim Olynyk – Tax Partner (42:41)

  • CGT tax rollovers available
  • Division 7A deemed dividends
  • Implications on the CGT main residence exemption
  • Stamp duty concessions

Contact us via info@banksgroup.com.au if you’d like further information on any of these presentation topics.

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All services are provided as a Corporate Authorised Representative of Magnitude Group Pty Ltd (ABN 54 086 266202, AFSL 221557).

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Financial Planning Services provided as an authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au

"Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited".