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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 2016
James 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
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This was presented at Tax Innovation and the Ideas Boom .

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Individual sessions


Topical issues in startup structures

Author(s):  Joel Cox,  James Newnham

Materials from this session:

When Australian technology companies go global

Author(s):  Anthony KLEIN

Materials from this session:

R&D tax incentive - Expectations of AusIndustry and the ATO

Author(s):  Andrew Lewis

Materials from this session:

Tax & intellectual property

Author(s):  Cameron RIDER,  Magnus Morton

Materials from this session:


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