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Getting value out of companies - Part 2 paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 27 Aug 09 by NATIONAL DIVISION, THE TAX INSTITUTE

Note: This paper was also delivered at the event Getting Value Out of Companies & Trusts: Highlights From the Noosa Intensive in Brisbane on 4 December 2009. This updated paper replaces the previous version here.

This paper covers:

  • funding the sell down
  • giving equity to the key employees
  • employee share schemes - Division 13A
  • phantom or replicator share schemes
  • dividend access shares
  • corporatising a trust
  • sell downs and implications of CGT event K6
  • sell down at subsidiary level
  • other issues.

Author profile

David Marschke CTA
Photo of author, David MARSCHKE 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 has been involved in a wide range M&A transactions assisting listed and unlisted entities and has significant expertise dealing with tax effective business restructures and exits. He is a specialist adviser on trust law and taxation of trusts including MITs. David recently founded dbm horizons as a boutique legal, tax and consulting firm. Prior to founding dbm horizons David was a tax partner at national law firm. 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. David is a Legal Practitioner, Registered Tax Agent, Chartered Tax Adviser and is a member of Chartered Accountants Australia and New Zealand. - Current at 11 July 2018
Click here to expand/collapse more articles by David MARSCHKE.

 

This was presented at 17th National Tax Intensive Retreat: Extracting Value .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Recent developments relating to discretionary trusts - getting money out of trusts against the wishes of the trustee & appointor

Author(s):  Lisa HESPE

Materials from this session:

Getting value out of companies - Part 1

Author(s):  Paul HOCKRIDGE

Materials from this session:

Getting value out of companies – Part 2

Author(s):  David MARSCHKE

Materials from this session:

Voluntary liquidation – Getting the money & assets out of a company

Author(s):  Michael BUTLER

Materials from this session:

Offshore wealth - Accessing money overseas

Author(s):  Chris WOOKEY

Materials from this session:

The trust has served its purpose - Now let’s get the money out

Author(s):  Ken SCHURGOTT

Materials from this session:

The trust has served its purpose: Now what can we do with it?

Author(s):  Grahame Young

Materials from this session:

Further details about this event:

 

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