Valuing assets for the new CGT rules
Under Australia's new CGT rules, many assets will need a market value as at 1 July 2027. Learn when a professional valuation may be worth the cost compared to using the legislated shortcut method.
Remarkable Journeys with Jess Fox: Conversations with our clients, people and community. Listen now.
Yan is a Chartered Accountant and qualified lawyer with over 25 years’ corporate and international tax experience. Yan specialises in advising clients in the Food and Beverage sector particularly in respect of tax compliance, ATO risk reviews/audits, private ruling applications, legally privileged tax advice and documenting reasonably arguable positions. He works closely with other Professional Services (accounting, legal, financial advisory) firms to provide specialist tax technical advice as part of overall commercially driven solutions to client transactions. Yan is particularly experienced in leading teams consisting of international or indirect tax/transfer pricing specialists to comprehensively meet the tax compliance and transactional requirements of multinational client groups.
Some examples of Yan’s previous work include:
Under Australia's new CGT rules, many assets will need a market value as at 1 July 2027. Learn when a professional valuation may be worth the cost compared to using the legislated shortcut method.
Grant Thorton’s submission on the draft legislation for the minimum 30% tax on discretionary trusts shines a light on the punitive outcomes, inflexibilities, complexities, conflicts with small business CGT concessions, and other anomalies that will arise for the small-to-medium business sector and private groups.
New “EET election” option for discretionary trusts to avoid the minimum 30 per cent without having to restructure, but creates inflexibility.