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Recorded Webinars

Recorded Webinar: Bringing in New Investors into Family Businesses: The Tax Conundrums

Outside investors may be brought into a family business for many reasons: additional capital, succession planning, employee remuneration and incentivisation. Whatever the commercial drivers, the tax issues need to be recognised and managed as part of the process. This session exa
PRESENTED BY David Marschke Principal - DBM Horizons , Brisbane

Date/Time

About the Webinar

Outside investors may be brought into a family business for many reasons: additional capital, succession planning, employee remuneration and incentivisation. Whatever the commercial drivers, the tax issues need to be recognised and managed as part of the process. This session examines tax issues that arise from:

  • Getting the business ready and tidying up the structure including dealing with a trust to company restructure
  • Investors / employees acquiring majority interests and the tax implications including:
    • Value shifting rules
    • Share Sell down or allotment
    • Impact on past losses and the application of the business continuity test
    • Impact of the concept of market value
    • Extracting value for the Founders
  • Issuing equity to employee best practice structuring including the impact of Division 83A – ESS rules
  • Commercial and tax issues of assisting employee with loan funding including Division 7A
  • What kind of commercial issues may arise where employee have a shareholding including:
    • Composition of Board
    • Putting in place a shareholders agreement and other documentation

Presented By

David Marschke
Principal, DBM Horizons Brisbane, Queensland

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’s tax expertise spans a wide range of industries and sectors including property development, motor vehicle industry, investment funds, professional services, technology and intellectual property.  David has significant experience dealing with capital raising and capital management issues including restructuring for IPOs, rights issues, financial instruments and hybrid securities, share buybacks, and capital reductions. David has been involved in a wide range of M&A transactions acting for listed and unlisted groups as well as private equity transactions.

He is a specialist adviser on trust law and taxation of trusts.

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.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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