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Recorded Webinars

Recorded Interactive Webinar: Extracting Funds from Companies and Trusts: Tax Smart Strategies and ATO Watchpoints

How funds are taken out of a company or trust can have dramatically different tax outcomes. Whether it's a dividend, loan, or capital return — or whether a trust distribution is made to a corporate beneficiary — the label matters. With increased ATO scrutiny and the complexity of
PRESENTED BY Andy Milidoni Partner - Mills Oakley , Sydney

Date/Time

About the Webinar

How funds are taken out of a company or trust can have dramatically different tax outcomes. Whether it's a dividend, loan, or capital return — or whether a trust distribution is made to a corporate beneficiary — the label matters. With increased ATO scrutiny and the complexity of Division 7A, Section 100A, and professional firm guidelines, this session unpacks practical strategies and compliance risks when extracting wealth from structures. Topics include:

  • The various methods for withdrawing funds from companies and trusts and the tax consequences of each
  • When seemingly tax-free withdrawals from trusts can inadvertently trigger tax consequences (Section 100A, Subdivisions EA & EB ITAA 1936)
  • Tax tips and traps in practice when:
    • using a company as a beneficiary of a trust to cap tax at the company tax rate
    • extracting retained profits from a company
  • How the ATO are monitoring the extraction of funds from companies and trusts if you are a “professional firm” (PCG 2021/4)
  • Could a restructure assist with tax effectively extracting funds from a company or trust?
  • Is a share buy-back a tax effective option for the SME market?
  • An estate planning approach to leaving company shares to a testamentary trust – what are the tax benefits? 
  • A comparison of extracting company funds and deregistering the company versus taking a member's voluntary liquidation approach

Presented By

Andy Milidoni
Partner, Mills Oakley Sydney, NSW

Andy is an advisory and transactional tax lawyer with over 25 years’ experience advising on all aspects of revenue and trust law.

In particular, Andy has advised on both in-bound and outbound investment for both fund managers and investors in managed investment schemes using vehicles such as managed investment trust, corporate collective investment vehicles and limited partnerships.

Andy advises on the full range of business and property transactions.  In the funds area, he has advised on fund establishment and fund disclosure, debt financing and capital raising, asset acquisition and asset disposal and fund restructures.

He has extensive experience in liaising with revenue authorities such as applying for private rulings, preparing various lodgements and acting in revenue audits and disputes.

Who Should Attend?

This webinar is suitable for accountants and lawyers 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. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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