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Recorded Webinars

Recorded Webinar: Outgrown the Small Business CGT Roll-Over and Concessions? Division 615 Roll-Over

Business restructures are a hot topic for a variety of reasons, however if the “small business entity” definition is not satisfied, the options can be limited. This session delves into the general business restructure roll-over provisions of Div. 615, including:
PRESENTED BY Andrea Carrick Director, SMSF Specialist Advisor - AG Tax Lawyers , Melbourne

Date/Time

About the Webinar

Business restructures are a hot topic for a variety of reasons, however if the “small business entity” definition is not satisfied, the options can be limited. This session delves into the general business restructure roll-over provisions of Div. 615, including:

  • Which entities are eligible to use the roll-over
  • Situations where a Div. 615 restructure may benefit an entity
  • The conditions that need to be satisfied
  • What are the CGT consequences for the roll-over?
  • What if the original entity held pre-CGT assets?
  • Case studies, including a company seeking to expand overseas (PBR 1051236733199)

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.

Who Should Attend?

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

CPD Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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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