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Recorded Webinars

Recorded Webinar: Getting Value Out of Private Companies – The Tax Essentials

There are a number of ways to extract value from a private company but understanding their relative tax effectiveness is complex, especially when used in combination. This session unravels the key things to check when doing so, including: Share reductions
PRESENTED BY Linda Tapiolas Partner, Chartered Tax Adviser - Cooper Grace Ward , Brisbane

Date/Time

About the Webinar

There are a number of ways to extract value from a private company but understanding their relative tax effectiveness is complex, especially when used in combination. This session unravels the key things to check when doing so, including:

  • Share reductions and buybacks
  • Shares and dormant companies:
    • dividend access shares
    • dividend streaming
    • dividend stripping
    • value shifting
  • Dealing with Division 7A loans
  • Capital payments and losses – s45A and 45B
  • Dealing with dividends including timing issues
  • Using SMSFs in extraction of value from private companies
  • Determining market value of shares in a private company
  • Case report – Federal Commissioner of Taxation v Miley [2017] FCA 1396

Presented By

Linda Tapiolas
Partner, Chartered Tax Adviser, Cooper Grace Ward Brisbane, Qld

As a partner in Cooper Grace Ward’s commercial team, Linda specialises in providing tailored advice and support services to accountants, financial planners and other professional advisers.

Linda provides technical advice on complex tax, capital gains tax (CGT), Division 7A issues, and acting on business sales and acquisitions to ensure clients achieve commercial and tax effective outcomes.

Prior to joining Cooper Grace Ward, Linda worked as an accountant for 18 years, advising clients on capital gains, business acquisitions, and restructuring, providing her with a unique insight into her current clients’ business environment. She also regularly conducts seminars and training on topics including business structuring, CGT small business concessions and Division 7A issues.

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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