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Kreston ANZ    Insights    News    News 2009
Guide to Small
Business CGT
Concessions 2008/09
Guide to Small Business CGT Concessions 2008/09

Are you? - An owner of a small business?
At a glance: - The Tax Office has released a guide to help small business taxpayers work out if they are eligible for any of the small business Capital Gains Tax concessions.
You should: - Consider whether you are eligible for the Small Business CGT Concessions.
- Contact us if you require any clarification or advice.
1. Small businesses that make a capital gain from business assets may be eligible for the Small Business Capital Gains Tax Concessions [click here for more information].
 
2. A guide has been released by the Tax Office to explain the recent changes to the Capital Gains Tax [CGT] small business concessions
 
3. The new changes, which were passed on June 23, 2009, are designed to improve access to the concessions.
 
4. Generally, the recent amendments will apply to payments and CGT events happening on or after June 23, 2009 and will:
 
  a. Enable certain liabilities to reduce an entity's net asset value in applying the $6 million maximum net asset value test;
 
  b. Ensure all uses of assets, except certain personal use assets and certain uses from which passive income is derived, are considered in determining what an asset's main use is.
 
  c. Improve the operation of the retirement exemption to remove unintended consequences.
 
5. Other minor changes to improve the operation of the concessions include:
 
  a. Increasing the circumstances and purposes for which a spouse or child under 18 years is taken to be an individual's affiliate.
 
  b. Removing unintended consequences for the retirement exemption by correcting the treatment of capital proceeds received in instalments.
 
6. The amendments also increase access to concessions for joint tenants and trustees of testamentary trusts where a gain arises from an asset within 2 years of the individuals death, where the deceased would have been entitled to the concessions.
 
7. Click here for a copy of the guide or visit the ATO website at http://www.ato.gov.au
 
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