Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
109103
Individual Podcasts

Business Restructuring: Don’t Let Tax Get in the Way

Business restructures are undertaken for a number of reasons, and when considering the change, it is important that the tax implications be given due consideration. This session explores the tax consequences that can arise when implementing a restructure, as well as tips to assist

Date/Time

About the Podcast

Business restructures are undertaken for a number of reasons, and when considering the change, it is important that the tax implications be given due consideration. This session explores the tax consequences that can arise when implementing a restructure, as well as tips to assist with ensuring that unforeseen adverse tax consequences don't result, including:

  • Common reasons why a restructure can benefit SMEs
  • Common mistakes when implementing a restructure
  • ATO concerns with certain restructures (incl. TAs 2023/1 & 2019/2)
  • Can a restructure solve Division 7A issues?
  • Tips and traps with restructuring to form a tax consolidated group
  • The GST issues to consider when restructuring
  • How state and territory duties can impact on a business restructure
  • Lessons from recent cases including Maloney v C of T [2024] AATA 1483; AusNet Services Ltd v C of T [2024] FCA 90

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.

CPD Information

31 minutes 

0.5 CPD hours/units/points

WA Lawyers – TEN is unable to verify that you have earned CPD for this product as we cannot verify that you have listened to the podcast which is a requirement of the LPBWA.  TEN is an accredited provider.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

Go to top