Your shopping cart is empty
Private equity paper
Published on 24 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Australia is currently in the midst of what has been described as a private equity frenzy. This activity is being generated by both international private equity firms and also local funds. This paper is designed to provide an insight into some of the structural and funding arrangements used in the industry, including:
- common private equity ownership and funding arrangements
- management incentive plans
- managing the divestment process.
Author profiles
Joshua Cardwell CTA
Josh Cardwell, Joshua Cardwell CTA, joined PwC in 2013 as the Head of Real Estate Tax. Prior to joining PwC, Josh was a Director and Head of M&A at Greenwoods & Freehills and was previously a Partner at Deloitte. Josh has over 23 years taxation experience with a focus on the real estate funds sector and has been involved in many iconic transactions across industries. His current practice is primarily focussed on inbound, outbound and domestic real estate clients, including providing advice related to fund establishments, distribution matters, stapled structures and other matters specific to listed and unlisted property groups. Josh is a long standing member of the Property Council of Australia's Income Tax Committee, holds a Master of Taxation from the University of Sydney, a Bachelor of Business from the University of Technology Sydney, is a Chartered Accountant, Tax Agent and a Chartered Tax Adviser.
- Current at
12 February 2019
Melanie Earl
Melanie Earl is a Partner at Deloitte with over 20 years’ experience specialising in corporate and international tax and mergers and acquisitions. Melanie has worked for Deloitte Sydney and Deloitte London and has advised on numerous transactions in the Australian, Asia-Pacific and European regions. Melanie’s current client base comprises Australian and foreign based multinational corporations and she advises them on all major areas of Australian tax including international tax structuring and advisory as well as tax reporting and compliance. - Current at 26 March 2024Deepti SATHE
This was presented at Manoeuvring the Maze: Tax Forum .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Division 7A update
Author(s): Gil LEVYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Consolidations - some tips and traps
Author(s): Geoff LEHMANNMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Structuring professional practices
Author(s): Yvette PIETSCHMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Exiting a consolidated group
Author(s): Justin CHERRINGTONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Privilege update: recent developments and current practice
Author(s): Hugh PAYNTERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
New Division 152 concessions
Author(s): Spyros KOTSOPOULOSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
IFRS - have you not dealt with it?
Author(s): Debbie HANKEY, Tracey RENSMaterials from this session:
-
insert_chart
Handling a tax dispute - drafting the objection and negotiating a solution
Author(s): Robert RICHARDSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Update on Section 8-1
Author(s): Mark FRIEZERMaterials from this session:
-
insert_drive_file
- insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $132.00
Corporate reconstruction involving merger and demerger
Author(s): Wayne PLUMMERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Effective implementation of a tax plan
Author(s): AH (Tony) SLATERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
GST update: GST current issues
Author(s): John DAVISONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Tax consequences of employee share plans
Author(s): Anthony WATSONMaterials from this session:
-
insert_chart
TOFA for the everyday
Author(s): Rodney FISHERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Trust distributions update
Author(s): Andrew NoolanMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Private equity
Author(s): Joshua CARDWELL, Melanie EARL, Deepti SATHEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
CGT for non-residents
Author(s): Vanessa PRIESTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Succession planning
Author(s): Jo-anne HOTSTONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Taxation implications of capital management
Author(s): Gary HOWARDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Case studies - forex
Author(s): Tim KYLEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Structuring for Outbound Investments
Author(s): Les SZEKELYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Recent Developments in International Tax
Author(s): Lee BURNSMaterials from this session:
-
insert_drive_file
New CGT Rules for Non-Residents and Temporary Residents
Author(s): John FAUVETMaterials from this session:
-
insert_chart
- insert_drive_file
- shopping_cart Add all items to cart - $72.00
The Operation of the GST Anti-Avoidance Provisions Following the Decision in VCE
Author(s): Mark L ROBERTSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Superannuation Update – Current Issues in the Contributions Phase
Author(s): Hugh TAYLORMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Litigating with the ATO – What You Need to Know
Author(s): David RUSSELLMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Applying for and Obtaining a Private Binding Ruling – Key Tips
Author(s): Frank O'LOUGHLINMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Superannuation Update – Current Issues in the Pensions Phase
Author(s): Graeme COLLEYMaterials from this session:
-
insert_chart
Do You Have the Appropriate and Right Documents?
Author(s): Sue WILLIAMSON, Rebecca SAINTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Changes to Bankruptcy Rules
Author(s): Anastasia TSEKOUROSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Superannuation Developments for Corporates
Author(s): Robert DEUTSCHMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Applications to the AAT for review of an objection decision
Author(s): David J WILLIAMSMaterials from this session:
-
insert_drive_file
Contractor vs Employee - What are the Hidden Issues?
Author(s): Denis BARLINMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Withholding Tax and the Consequences of Failure to Withhold
Author(s): Peter B STINSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Self assessment post ROSA
Author(s): Peter WHITE, Michael WALPOLEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Remuneration plans
Author(s): Gary FITTONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Tax aspects of exploiting IP
Author(s): Paul WELCHMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Tax audits
Author(s): Robyn SCHOFIELDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
TOFA for corporates - practical aspects and action plan
Author(s): Chris KINSELLA, Gavin MARJORAMMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement