shopping_cart

Your shopping cart is empty

The deal is done – What next? presentation

Member Price: Free
Non Member Price: $15.00

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 15 Sep 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • some disposal basics
  • earnouts
  • Subdiv 122-A Rollover
  • when is a pre-CGT asset not a pre-CGT asset – Div 149?
  • pre-CGT shares or trust interests – CGT event K6
  • pre-sale dividend strip.

Author profile

Brett Zimmermann CTA
Photo of author, Brett ZIMMERMANN Brett Zimmermann, is an Assistant Commissioner in Tax Counsel Network (TCN) responsible for providing leadership on technical issues that are a priority for the ATO. Brett joined the ATO five years ago, prior to that working 18 years in the private sector as a specialist tax and commercial solicitor. Brett holds a range of roles in the ATO and deals with issues during audit, advice products, litigation and legislative development with a focus on corporate transactions. His recent work includes matters pertaining to current R&D, share capital management and earnout portfolios. Brett was the TCN Assistant Commissioner with technical responsibility for the GQHC, Sunlite and TDS Biz litigation matters. - Current at 14 March 2024
Click here to expand/collapse more articles by Brett ZIMMERMANN.

 

This was presented at 2017 SA Estate & Business Succession Planning Day .

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

Individual sessions

Preparing your business for sale: “Laying it all bare”

Author(s):  Alistair Hutson,  Michael Johns

Materials from this session:

Things tax practitioners should know about share and business valuations

Author(s):  Hugh MCPHARLIN

Materials from this session:

Succession planning – The superannuation issues

Author(s):  Peter SLEGERS,  Nicole SANTINON,  Josh Pascale,  Daniel Marateo

Materials from this session:

Due diligence

Author(s):  Sean VAN DER LINDEN

Materials from this session:

Documenting succession arrangements

Author(s):  Ben WILSON,  Josh Cosoff

Materials from this session:

Setting the scene

Author(s):  Julie VAN DER VELDE

Materials from this session:

The deal is done – What next?

Author(s):  Brett ZIMMERMANN

Materials from this session:

Further details about this event:

 

Copyright Statement