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Individual Podcasts

Small Business Restructure Rollover: A Practical Guide

When a client is looking for advice on the most tax efficient way to restructure their small business, what is in your toolkit? This session gives you a practical guide to the Small Business Restructure Rollover in subdivision 328-G of the Income Tax Assessment Act 1997, including

Date/Time

About the Podcast

When a client is looking for advice on the most tax efficient way to restructure their small business, what is in your toolkit? This session gives you a practical guide to the Small Business Restructure Rollover in subdivision 328-G of the Income Tax Assessment Act 1997, including case studies on key aspects of the rollover and tips on how to apply the rollover without falling into the traps.

Featuring: Andrea Carrick, AG Tax Lawyers, Melbourne

[38.44 minutes] [0.43 CPD hours]

Presented By

Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic

Andrea has over 18 years of experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Andrea also has a wealth of experience liaising and negotiating with the ATO and Revenue Offices on behalf of clients in audits, investigations, objections and private ruling applications.

Andrea has a keen focus on superannuation, particularly in respect of SMSFs. She has extensive experience advising SMSF trustees and their advisers in regulatory and compliance matters and maximising opportunities for members with the intersection of the Small Business CGT Concessions and Superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible.

Andrea is a regular presenter for the TEN The Education Network, Legalwise Seminars and CPA tax discussion groups.

CPD Information

0.01 CPD Hours

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