How you structure your investment into US public and private markets depends on the following seven factors as Peter Harper of Asena Advisers will tell you in this episode.

Will a Div 7A Loan write-off trigger a deemed dividend under s109F ITAA36? That is the question.

Distributable surplus is one of five Div 7A quick fixes. If you have no distributable surplus, no deemed Div 7A dividend.

Amendment periods determine how much time you have to fix an issue. Within the amendment period you can still fix things. Outside you can’t - unless the commissioner grants you an exemption.

Inventory management and point of sale systems go hand in hand, but the focus is different.

The systems we will discuss in this episode start with point of sale (POS) and then added inventory management (IM). The systems we discussed in the last episode started with IM and then added POS.

Inventory management systems focus on inventory. They cover point of sale but started in inventory.

Holding a 401K as an Australian tax resident can cost you a lot of tax - but there are ways around it.

Today let’s talk with Bradley Murphy and Darren Catherall of Murphy Tax Lawyers and Advisors in Sydney about the CGT implications when you move from the US back to Australia. And whatever we discuss with respect to Australian tax will apply to relocations from other countries as well. So for Australian tax - disregarding any treaties - it doesn’t matter where you are coming from.

In this s100A Q & A session in our mini-series about s100A ITAA36 we go through all the outstanding questions you still had.

Blue zone arrangements can be saved. With a few tweaks, you can usually move back into the green zone.