Second Annual Winter Wealth Retreat: Tax Strategies on the Gold Coast e-book

As the ATO sharpens its scrutiny on trust distributions, Division 7A, and asset protection strategies, the pressure is mounting on advisers to stay ahead of fast-evolving rules and high-risk structuring traps. Add the looming impact of Tranche 2 AML reforms and a renewed focus on corporate tax debt and Part IVA – and even experienced advisers are facing greater compliance exposure than ever before. Join us for TEN The Education Network’s 2nd Annual Winter Wealth Retreat on the Gold Coast, where leading tax experts unpack the biggest risks and opportunities in structuring, succession, and business sales. Across two days, you'll gain strategic insights and practical tools to manage trust distributions, safeguard clients under Division 7A, and navigate the CGT small business concessions with confidence. Whether you're advising on interposed entities, UPEs, FTEs, or sale structures – this is the high-level tax event that will help future-proof your advice.

High-risk Trust and Private Company Arrangements

• Division 7A, Interposed Entities and the Middleman Trap
• Bendel and the Future of UPEs: Rethinking Division 7A, Sub-trusts and Structuring Options
• Are Your Trust Distributions Section 100A Grenades?

Regulatory and Compliance Pressure Points

• Corporate Tax Debt in the ATO’s Crosshairs
• Part IVA - Is the ATO About to Make More Use of the Card up its Sleeve?
• Counting the Cost of Compliance: Preparing for Tranche 2 AML Reforms

Structuring for Sale, Succession and Small Business CGT Concessions

• Family Trusts and Interposed Entity Elections - Are They Helping or Hurting You?
• Gaining From Your Trust Losses: Rules, Restrictions and Opportunities
• Getting to 20%: Passing the Significant Individual Test for SBCGT Relief
• Shares or Assets? Tax Strategies for Business Sales