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Individual Podcasts

Tax Effectively Managing the Sale Proceeds of a Business or

When a business or significant asset is sold, navigating the tax treatment of the sale proceeds can be as complex as the transaction itself. This episode unpacks the layers of tax strategy involved in extracting those proceeds from a company, trust or other structure in the most t

Date/Time

About the Podcast

When a business or significant asset is sold, navigating the tax treatment of the sale proceeds can be as complex as the transaction itself. This episode unpacks the layers of tax strategy involved in extracting those proceeds from a company, trust or other structure in the most tax-effective way. From pre-CGT assets to liquidation, Division 7A risks, small business CGT concessions and earnout arrangements, we explore how to preserve value and minimise tax through careful planning and structure.

Presented By

David Montani
National Head of Technical Tax, Grant Thornton Perth, WA

David works closely with Grant Thornton’s Private Business Tax & Advisory team, providing tax technical, strategic and training support across Australia. As an accomplished writer and tax legislation specialist, he ensures that all members of the PBTA team stay abreast of the latest tax developments.

David’s role draws upon over 30 years’ experience in achieving tangible outcomes for clients, in particular through advising on significant transactions such as business restructures and exiting a business. His approach is to deliver solutions-based outcomes that assist clients in making important decisions concerning their businesses. 

David is an engaging speaker and is able to deliver technical tax information in an understandable and commercial format for staff and clients. David’s articles have been published in a range of national and local publications over many years.

CPD Information

29 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]

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