Common Duty Transactions: A Practical Guide
Location
in-person (at the Society, 28 Murray Street) and livestreamed.
About
CPD Guide 1 PS, SL This session is delivered by Kate Bonallo, Senior Revenue Compliance Officer, Duties Team, supported by Kirsten Holden, Team Leader, Duties Team, representing the State Revenue Office at the Department of Treasury and Finance in Tasmania. This session will cover practical issues and key areas of interest with tips and traps, apparent and real purchasers, transactions involving no change in beneficial ownership, changes of trustee, and aggregated transactions, particularly valuation considerations for business transactions.
Bookings for this event close at 5pm on Thursday 5 November.
Bookings for this event close at 5pm on Thursday 5 November.
CPD: 1 point (PS, SL)
Format: In-person (Hobart) and livestreamed
Recorded: No
1-2pm, Friday 6 November
Format: In-person (Hobart) and livestreamed
Recorded: No
1-2pm, Friday 6 November
Session Outline
- Duty Fundamentals - Key principles, practical tips and common duty pitfalls.
- Ownership and Trust Transactions - Apparent and real purchasers, no change in beneficial ownership, and changes of trustee.
- Aggregated Transactions - Aggregation rules, valuation issues and duty implications for business transacts
Key Takeaways
A better understanding of:
- The Duties Act 2001
- Published resources available on the State Revenue Office website
- Processes and procedures
Presenters
Kate Bonallo, Senior Revenue Compliance Officer, Duties Team, supported by Kirsten Holden, Team Leader, Duties Team, representing the State Revenue Office at the Department of Treasury and Finance in Tasmania
Kate Bonallo, Senior Revenue Compliance Officer, Duties Team, supported by Kirsten Holden, Team Leader, Duties Team, representing the State Revenue Office at the Department of Treasury and Finance in Tasmania
Contact Details
Venue Access: Please note that as the Society's building at 28 Murray Street, Hobart was built in 1876 there is no lift or disability access to the downstairs training area. The Society's building at 56 Charles Street, Launceston was built in 1860 and there is no lift or disability access to the upstairs rooms.
CPD Points: Any CPD points listed are provided as a guide and registrants should satisfy themselves about the nature and quantity of CPD points they can claim for the activity. Please refer to Practice Guideline no.4 HERE for details. CPD guides may change. Practitioners should note the final published CPD points guide for an event program.
Non-Member Registrations: Conditions apply at the discretion of the Society. The Society will be in touch if you are not eligible to register and a refund will be issued.
Refund/Cancellation: By registering for this event you (as a member or non-member) agree to the terms and conditions under the Society's Refund/Cancellation Policy and Terms and Conditions of Registration.
Important Copyright Notice: Papers and materials supplied in association with any Society event, activity and recording are subject to copyright and are provided for the registrant’s use only. They may not be shared, copied, reproduced, adapted, transmitted, or otherwise distributed, nor may they be modified or reposted to other sites in any manner.
1-2pm, Friday 6 November