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Recorded Webinars

Recorded Webinar: Choice of Entity: Matching the Entity to the Tax Needs of the Clients

It’s one thing to understand the tax attributes of a particular class of entity. It’s quite another to match the needs of your clients to the appropriate entity as they launch a new enterprise. This presentation discusses the key attributes of each type of entity and what they
PRESENTED BY Belinda Marschke Principal - DBM Horizons , Brisbane

Date/Time

About the Webinar

It’s one thing to understand the tax attributes of a particular class of entity. It’s quite another to match the needs of your clients to the appropriate entity as they launch a new enterprise. This presentation discusses the key attributes of each type of entity and what they are suited for, including:

  • Understanding the client’s business objectives
  • Simple partnerships – key attributes and when to use them
  • Companies – key attributes and when to use them
  • Discretionary trusts – key attributes and when to use them
  • Unit trusts – key attributes and when to use them
  • Hybrid structures – eg companies owned by trusts, partnerships of discretionary trusts and so one – when to use them
  • Worked examples of each structure showing the benefits of using them in defined circumstances

Presented By

Belinda Marschke
Principal, DBM Horizons Brisbane, Qld

Belinda is a Chartered Accountant with significant experience in public practice, including Big 4 accounting firms, in-house commercial roles and in her own tax agent and consulting practice.

Belinda has extensive experience in both tax and accounting both inhouse and in client facing roles in accounting and legal firms. Belinda’s client facing roles in accounting firms, and her in-house roles in law firms, have provided her with extensive experience in leading and managing professional services practices.

Belinda currently works with clients predominantly in the SME market advising both the business and its owners as trusted advisor on business and taxation issues. Belinda’s previous role leading the Finance function of a large proprietary group of companies with over $50 million turnover has provided her with a deep understanding of the financial risks facing privately owned corporations and their owners including corporate governance, regulatory requirements and the financial, tax and business drivers.

Who Should Attend?

This webinar is suitable for junior accountants advising in taxation matters - Australia wide.

CPD Information

Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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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