Monday
14 July2025
CPA Australia City Taxation Discussion GroupFamily Trusts – risks and pitfalls
In this discussion group, the presentation addresses the main situations in which an FTE or IEE may be required and sets out some of the risks and pitfalls and planning opportunities associated with making an FTE, including by reference to practical case studies.
SPEAKER: Jonathan Ortner | Partner | Arnold Bloch Leibler |
Jonathan Ortner is a partner in the firm’s taxation group and practices in all areas of direct and indirect tax with a particular focus on the taxation of trusts and corporate income tax and mergers and acquisitions.
Jonathan has also advised extensively on cross-border taxation issues; employment taxes, including the tax treatment of employee share schemes, termination payments and fringe benefits; and the GST implications of transactions and dealings in the development of property.
Using his technical tax knowledge, Jonathan works with clients to obtain commercial and practical outcomes. He has particular experience in dealing with the Australian Taxation Office on complex tax issues in a dispute resolution and transactional context.
SPEAKER: Micaela Bernfield | Senior Associate | Arnold Bloch Leibler |
Micaela advises on a range of Federal and State tax matters, including the taxation of trusts, corporate income tax, goods and services tax and payroll tax. She also acts for clients in dealing with the Australian Taxation Office on complex tax disputes.
Please register your spot at https://citytaxation.com.au/courses-page/14jul25/
In this discussion group, the presentation addresses the main situations in which an FTE or IEE may be required and sets out some of the risks and pitfalls and planning opportunities associated with making an FTE, including by reference to practical case studies.
SPEAKER: Jonathan Ortner | Partner | Arnold Bloch Leibler |
Jonathan Ortner is a partner in the firm’s taxation group and practices in all areas of direct and indirect tax with a particular focus on the taxation of trusts and corporate income tax and mergers and acquisitions.
Jonathan has also advised extensively on cross-border taxation issues; employment taxes, including the tax treatment of employee share schemes, termination payments and fringe benefits; and the GST implications of transactions and dealings in the development of property.
Using his technical tax knowledge, Jonathan works with clients to obtain commercial and practical outcomes. He has particular experience in dealing with the Australian Taxation Office on complex tax issues in a dispute resolution and transactional context.
SPEAKER: Micaela Bernfield | Senior Associate | Arnold Bloch Leibler |
Micaela advises on a range of Federal and State tax matters, including the taxation of trusts, corporate income tax, goods and services tax and payroll tax. She also acts for clients in dealing with the Australian Taxation Office on complex tax disputes.
Please register your spot at https://citytaxation.com.au/courses-page/14jul25/
17:30CPA Australia City Taxation Discussion Group Zoom Webinar
