Ron Jorgensen, CTA

Ron Jorgensen, CTA

Thomson Geer Lawyers

Ron principally consults on Commonwealth and State tax laws, tax dispute resolution and compliance enforcement. Ron specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax sensitive commercial and property transactions. Ron is an Accredited Specialist Tax Law and member of the Tax Law Advisory Committee with the Law Institute of Victoria. He is a member of the Property and Commercial Law Committee of the Law Society of Tasmania. Ron is a Chartered Tax Advisor and member and former chair of the States Taxes Committee (Vic) of The Tax Institute. Ron was recognised by Doyle’s Guide Leading Tax Lawyer - Victoria for 2015 to 2021 and Best Lawyers for tax law - Australia 2021 and Global 2021.

All Sessions by Ron Jorgensen, CTA

11:00 am - 12:00 pm

Session 13.1: Mr Spock’s guide to Division 7A – XC ZB CA ZD RB

SME Stream

Many of the frontiers of Division 7A will not be addressed by proposed legislative amendments.  It is a continuing mission for tax advisers to explore the client's circumstances to discover and address Division 7A risks - to boldly go where no one has gone before. This presentation will discuss:

  • Division 7A exposures of Australian expats and immigrants with “interests” in offshore entities
  • Practical measures for managing non-compliance risks in your practice
  • Identifying and using the Commissioner's wide-ranging Division 7A discretions and reviewing the decisions
  • Avoiding double taxation – using actual dividends to address an earlier deemed dividend