The Tax Institute: Change is in the Air!

2011 Trusts Distributions – Has Treasury Got it Right?

This is your opportunity to take part in the development of the law in real time.

The recently released Exposure Draft legislation will seriously impact on family trusts and managed investments trust decision making in just over 2 months’ time. The new laws will allow flow through of franking credits and capital gains but in an unexpected fashion.

· Has Treasury got it right?
· Will the legislation work in all instances to ensure that targeted beneficiaries benefit?
· Will aspects of the draft legislation require further thought?
· Can you take your part in assisting this to evolve?
Presenters: Andrew Mills FTIA (Life), Greenwoods & Freehills, Sydney & Ken Schurgott FTIA, SBN Lawyers, Sydney

Wednesday 4 May | 5:30pm – 7:00pm
RACV Club, Melbourne

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Live Web Stream | Tuesday 3 May

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GST Update!

Expert Presenters: Melanie Baker FTIA, Barrister-at-Law, Victorian Bar & Jeremy Sparkes, Senior Associate, Minter Ellison,

There has been a great deal happening in the GST world in recent months, from the media interest in online retail sales to the range of GST reforms foreshadowed by the Department of Treasury. There have also been a number of important GST cases that have kept our courts and tribunals busy, most notably, Travelex and American Express (which has recently been referred to the Full Court of the High Court on appeal).

Tuesday 10 May | 7:30am – 9:00am
RACV Club, Melbourne

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Contact: Angela Radan

YTP May – Employee Share Schemes – Where Are We Now?

Great chance to learn and network with your colleagues!

The issues covered in this session include:

· Objectives of employee share schemes;
· Recent tax law changes;
· Key components of Division 83A;
· International issues; and
· New disclosure obligations for employers.
Presenter: James Newnham FTIA, Partner, DLA Phillips Fox

Monday 2 May | 12:30pm – 1:30pm
Mallesons Stephen Jaques, Melbourne

Register Online
Contact: Kristyn Ibrihim

M & A Roadshow – The Experts Tell All!

Update your knowledge, register now!

Discover the issues, risks and opportunities in the M & A arena so that you can add value and manage tax risk.

This roadshow will focus on transactional activity in the SME space and take delegates through the lifecycle of a takeover transaction.

If you are a business owner intending to exit or grow your business or you advise clients that are involved in M & A transactions then this highly practical roadshow is a must attend event.

Expert presenters: Lee Holland ATIA, Director KPMG Melbourne & Mat Macauley, Director, KPMG Sydney

Regional and group discounts available!

Tuesday 24 May | 7:30am – 12:00pm
RACV Club Melbourne

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Contact: Kristyn Ibrihim

Trust Resettlements and Clarke’s Case

Learn from a leader in the Industry!

In this seminar Arthur Athanasiou FTIA will discuss Clarke’s case and analyse the circumstances surrounding the decision in this difficult area of trust law. Arthur will also compare and contrast those circumstances with the Commissioner present interpretation in his Statement of Principles.

Wednesday 11 May | 7:30am – 9:00am
Kooyong Lawn Tennis Club

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Contact: Angela Radan

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Physical Address: Ground Floor 54, St Kilda Road, St Kilda VIC 3182
Postal Address: PO Box 6714 St Kilda Road Central, Melbourne VIC 8008