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Webinar Series

Tax Issues in Business Restructures – 5 program video webinar series

/td> Clients undertake business restructures for a whole range of reasons, from estate planning needs, getting a business sale ready and improving either the tax or business efficiency of the bu

Date/Time

01/05/2019

About the webinar series

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Clients undertake business restructures for a whole range of reasons, from estate planning needs, getting a business sale ready and improving either the tax or business efficiency of the business structure they are using.

But a successful business can find its need to restructure stymied by capital gains tax: these days very few businesses can claim the pre-CGT asset exemption in full or even in part, so they must resort to other means if they are to avoid paying CGT.

This series is designed to review all the legitimate methods provided in the tax law to make restructures work without CGT imposts: after all, the CGT events entailed in a restructure do not generate any hard cash! It will do this –

  • First, by discussing the common imperatives for business restructures and the common client profiles, and explaining how to identify businesses which are ripe for a restructure

  • Secondly by explaining how to use common types of CGT rollovers in business restructures

  • Thirdly by explaining how to use the CGT small business concessions and the small business rollover in business restructures

  • Fourthly by covering off on documentation and evidence requirements in restructures and reviewing the impact of State taxes and GST


And finally, we’ll bring everything together in a session which will look at which rollovers are best for what, discussing tips and traps and providing checklists.


The Programs

  1. Why Restructure – Client Priorities and Drivers Explained

  2. Business restructure and CGT Rollovers, tax consolidations and back to back rollovers

  3. Part A: Business restructures and small business CGT concessions - Part B: Business restructures and the small business rollover

  4. Part A: Documentation and evidence in business restructures - Part B: GST, State transfer duty and payroll tax implications in restructures

  5. Tips and traps, value adding for the client, checklists and case studies

Presented By

George Kolliou
Director, AG Tax Lawyers Melbourne, Vic.
Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic
George Kolliou
Director, AG Tax Lawyers Melbourne, Vic.
Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic
George Kolliou
Director, AG Tax Lawyers Melbourne, Vic.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Team – contact Darren Steele on (03) 8601 7719 or email: [email protected]

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