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Topical issues in startup structures presentation
Published on 12 Apr 16 by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- start-up set up
- global expansion
- "flip" to the US
- venture capital financing (pre-seed, seed, series A and later rounds)
- convertible notes
- employee share schemes
- crowd-funding.
Author profiles
Joel Cox
Joel is a corporate partner and one of Australia's leading technology lawyers. Joel's focus on technology involves him advising technology companies of all sizes from start-ups through to multinationals and non-tech companies pursuing a disruption and innovation strategy. Joel's clients include many of the most active venture capital funds in the Asia Pacific region and some of the fastest growing technology companies in the region including; SaaS, fintech, data analytics, ecommerce, cloud and health technology companies. Joel also regularly advises US technology multi-national companies on their expansion to the Asia Pacific and ASX 100 companies on corporate venture capital and technology focused M&A. - Current at 08 March 2016James Newnham
James Newnham, CTA is a Partner in DLA Piper's Tax Team with over 16 years' experience consulting to leading Australian companies and multinational groups. He provides practical direct tax advice with consideration to his clients specific business needs. James' tax structuring experience stems from advising on various transactions including mergers, demergers, capital restructures, IPOs, private equity acquisitions, share buy-backs, and cross-border expansions. He works with emerging and mature technology clients who have specific industry based tax issues. His areas of experience include drafting the tax aspects of legal documents, tax consolidation, international tax, capital gains tax, the debt/equity rules, debt forgiveness rules, and the employee share schemes. - Current at 09 May 2016
This was presented at Tax Innovation and the Ideas Boom .
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Individual sessions
Technology companies - Expectations of the Australian Taxation Office
Author(s): Brett ChallansMaterials from this session:
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ATO and technology companies - Industry insights
Author(s): Georgia King-SiemMaterials from this session:
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Topical issues in startup structures
Author(s): Joel Cox, James NewnhamMaterials from this session:
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When Australian technology companies go global
Author(s): Anthony KLEINMaterials from this session:
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R&D tax incentive - Expectations of AusIndustry and the ATO
Author(s): Andrew LewisMaterials from this session:
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Tax & intellectual property
Author(s): Cameron RIDER, Magnus MortonMaterials from this session:
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In support of research and development
Author(s): Hank SCIBERRAS, Roisin ARKWRIGHTMaterials from this session:
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