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Recorded Webinars

Recorded Webinar: Tax Consolidation for SMEs – Often Worth the Trouble

There are real benefits to consolidating SME groups, but advisers and clients run scared. Why? The session explores these benefits and provides a guide as to when SMEs should consolidate: Why consolidate? Exploring the reasons for consolidations, includi

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About the Webinar

There are real benefits to consolidating SME groups, but advisers and clients run scared. Why? The session explores these benefits and provides a guide as to when SMEs should consolidate:

  • Why consolidate? Exploring the reasons for consolidations, including as part of restructuring after CGT rollovers, and the drawbacks for SMEs
  • A primer on how to consolidate for the first time:
    • understanding the allocable cost amount
    • how deductible liability measures apply
    • having the appropriate documentation in place to avoid negative tax consequences
    • should you have a tax funding agreement in place?
  • Tax consequences of being a consolidated group - what it means in practice:
    • new members joining existing group
    • members leaving a group
    • exit ACA calculations
    • intra group transactions
  • Stamp duty consequences of intra group transactions

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.

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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