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Recorded Webinars

Recorded Webinar: Maximising Tax Benefits: Converting Your Trust to a Company

There are numerous reasons why consideration may be given to changing a trust structure housing a business, over to a company. Whilst considering the change, thought will need to be directed towards the tax implications of doing so. This session explores the options available to u
PRESENTED BY Edward Hennebry Senior Associate - Sladen Legal , Melbourne

Date/Time

About the Webinar

There are numerous reasons why consideration may be given to changing a trust structure housing a business, over to a company. Whilst considering the change, thought will need to be directed towards the tax implications of doing so. This session explores the options available to undertake the process in the most tax advantageous manner, including:

  • Reasons a company structure may be preferred over continuing the existing trust structure
  • The various CGT rollover options available (incl. Subdivisions 122A, 124N & 328G ITAA 1997)
  • How the various CGT rollovers apply to a business conducted in a discretionary trust
  • What are the tax implications if the CGT rollover involves trading stock and depreciable assets?
  • The type of situations that suit the various CGT rollover choices
  • Situations where the CGT small business concessions could be considered to achieve a more favourable tax outcome
  • Could interposing a company between a unit trust and unitholders, changing the unitholders into shareholders, achieve a desired result? (Subdivision 615 ITAA 1997)
  • Case study

Presented By

Edward Hennebry
Senior Associate, Sladen Legal Melbourne, Vic

Edward works in the Business Law team at Sladen Legal, with a core focus on providing federal tax advice to small and medium businesses.

Edward commenced his career in the ATO’s Tax Counsel Network and Review and Dispute Resolution business lines. Since leaving the ATO, Edward has worked in a number of large accounting and national law firms, enabling him to diversify his knowledge of prevalent tax and commercial issues that affect private clients and family groups across a wide range of industries.

In 2024, Edward was recognised by the Tax Institute of Australia as a “Tax Trailblazer” in Victoria. Edward has been listed in the “Ones to Watch” categories for Tax Law and Commercial Law the 2025 edition of The Best Lawyers® in Australia.

Who Should Attend?

This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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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