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Recorded Webinars

Recorded Webinar: Business Restructuring: Don’t Let Tax Get in the Way

Business restructures are undertaken for a number of reasons, and when considering the change, it is important that the tax implications be given due consideration. This session explores the tax consequences that can arise when implementing a restructure, as well as tips to assist

Date/Time

About the Webinar

Business restructures are undertaken for a number of reasons, and when considering the change, it is important that the tax implications be given due consideration. This session explores the tax consequences that can arise when implementing a restructure, as well as tips to assist with ensuring that unforeseen adverse tax consequences don't result, including:

  • Common reasons why a restructure can benefit SMEs
  • Common mistakes when implementing a restructure
  • ATO concerns with certain restructures (incl. TAs 2023/1 & 2019/2)
  • Can a restructure solve Division 7A issues?
  • Tips and traps with restructuring to form a tax consolidated group
  • The GST issues to consider when restructuring
  • How state and territory duties can impact on a business restructure
  • Lessons from recent cases including Maloney v C of T [2024] AATA 1483; AusNet Services Ltd v C of T [2024] FCA 90

Presented By

David Marschke
Principal, DBM Horizons Brisbane, Queensland

David is a specialist tax and legal adviser who acts for listed and private corporate groups, and their owners, in all areas of tax and related law including GST and state taxes. David’s tax expertise spans a wide range of industries and sectors including property development, motor vehicle industry, investment funds, professional services, technology and intellectual property.  David has significant experience dealing with capital raising and capital management issues including restructuring for IPOs, rights issues, financial instruments and hybrid securities, share buybacks, and capital reductions. David has been involved in a wide range of M&A transactions acting for listed and unlisted groups as well as private equity transactions.

He is a specialist adviser on trust law and taxation of trusts.

In addition, David has significant experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations, and settlements with the ATO and the State revenue offices.

Who Should Attend?

This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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