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Recorded Webinars

Recorded Webinar: Family Business Succession Planning: The Tax Imperatives

Planning for the continuity of a business beyond the current owners requires careful thought in advance of implementing the chosen strategy. This session delves into the options and issues that can arise on an intergenerational changeover, including: Strategies for passing cont
PRESENTED BY David Marschke Principal - DBM Horizons , Brisbane

Date/Time

About the Webinar

Planning for the continuity of a business beyond the current owners requires careful thought in advance of implementing the chosen strategy. This session delves into the options and issues that can arise on an intergenerational changeover, including:

  • Strategies for passing control to the next generation when dealing with:
    • a trust
    • a company
  • What are the tax considerations you should include in the succession plan?
  • When a restructure may be a viable option
  • How market value substitution rules can apply to succession planning
  • Using the small business CGT concessions to obtain a cost base uplift
  • Weighing up the pros and cons of dealing with the tax and duty issues of a transfer of control now or as part of an estate plan on death
  • The tax aspects of exit strategies that cover:
    • CGT rollovers or applying the small business CGT concessions for an intergenerational transfer
    • the CGT implications on a sale where the next generation have conveyed their preference for the owner to “cash out”
  • Case study

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 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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