Live Webinar: Restructures of SMEs – Understanding the Tax Efficiency Benchmarks


Date:  Monday 17th September 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 2.30pm to 4.30pm  
SA & NT 2pm to 4pm 
WA 12.30pm to 2.30pm

Changing circumstances may warrant a business restructure. This always entails complex tax questions, depending on the current structure, the future structure and the reasons for the change.  This presentation discusses the options.

  • Why restructure – asset protection, business efficiency, presale cleanup, estate planning?
  • Common current structures and their problems
  • Choosing the correct target structure
  • Key considerations in getting from A to B
  • The restructure toolbox – what to use when:
    • Div 122 rollovers
    • small business rollover
    • small business CGT concessions
    • scrip for scrip
  • Special problems:
    • dealing with UPEs on a restructure
    • Part IV A and dividend stripping – the effect of TR2013/D5
    • transfer to multiple entities
Our presenter

Dung Lam, Team Leader – Tax, Argyle Lawyers, Sydney

Dung is a taxation and superannuation lawyer with close to 20 years’ experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax.  Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning.

Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants and their clients.

Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society and a member of the NSW Law Society Liaison Committee with the Revenue NSW.


This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for experienced practitioners.


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

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:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBMSEP18
 Price:   $253.00 (Inclusive of GST)
© 2019 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.