«October 2018»

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Forensic & Tax Roadshow - ROCKHAMPTON

Attention Lawyers - An Essential Forensic Accounting and Tax Update.

JOIN US for ‘more than meets the eye’, a taxation and forensics-themed lunch session, designed exclusively for Lawyers.

Death and taxes... plus divorce. What are the tax consequences?

Let us help you navigate the insidious tax consequences that may impact the financial wellbeing of your client’s through death, taxes and divorce. We’ll peel back the layers of the legislation and highlight some small details that could make a big difference to your clients’ matters.

Division 7A: Divorce, Death and Taxes:

  • Consideration of directors/shareholder loans and unpaid present entitlements upon relationship breakdown or death.

Tax brief for legal professionals

  • Simplification of dealing with ‘small’ estates.
  • Commencement of the GST withholding regime.

Presented by Jesse Williamson CA, Manager, Tax Advisory at Ulton and Chartered Tax Adviser with The Tax Institute. Jesse holds a Masters of Taxation from The University of Sydney Law School and has been providing business and taxation advice to a wide cross section of business clients and high net worth individuals over the last 15 years. One of the most complicated and risky areas of Australia’s tax law is that of Division 7A and how it impacts your client’s groups during their most emotional and unguarded moments – death and divorce.

Find the hidden value.

There is more to this story than meets the eye. Uncover the hidden value in business valuations by fully understanding what is being valued. Leveraging off the presenters audit and forensic accounting background, this presentation will look at how businesses are valued and explore areas where parties may miss out on value, through a lack of understanding.

  • Business valuations - finding the hidden value.
  • Recent cases

Presented by Bernard Whebell, Audit and Forensic Accounting Partner, Ulton. Bernard’s forensics expertise has been gained from over 20 years of practical audit and forensic accounting experience. Bernard is recognised as a Business Valuation (BV) Specialist with Chartered Accountants Australia and New Zealand.

Location: Rockhampton Leagues Club, Cambridge Street, Rockhampton QLD 4700
Time: 12.00pm - 2.00pm
Date: 21 November 2018
21 November More Info

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