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Recorded Webinars

Recorded Webinar: The Ideal Structure For Carrying On a Commercial Deal: The Tax Imperatives

There are so many intricacies resulting from the tax treatment of transactions applying to various structures, that the outcomes of various commercial dealings can have vastly different outcomes depending on the structure used. This session is designed to compare the differing ta
PRESENTED BY David Marschke Principal - DBM Horizons , Brisbane

Date/Time

About the Webinar

There are so many intricacies resulting from the tax treatment of transactions applying to various structures, that the outcomes of various commercial dealings can have vastly different outcomes depending on the structure used. This session is designed to compare the differing tax outcomes of a commercial deal based on the possible structures available and in existence, including:

  • A commercial deal with potential to access the small business CGT concessions, transacted in a:
  • company
  • discretionary trust
  • unit trust
  • The tax implications to consider for commercial deals, including:
  • a share buy back / capital reduction
  • a unitholders redemption
  • A checklist for tax issues to consider under the various structures, for:
  • buying and selling a business
  • buying and selling a commercial property
  • How to obtain practical certainty using the ATO’s commercial deals early engagement service
  • Case study – three families venturing into a property development, including:
  • the structuring options
  • tax effectively structuring borrowings
  • if using a unit trust, should the units be capitalized?

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.

CPD Information

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

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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