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Recorded Webinars

Recorded Webinar: Common Restructures and Rollovers versus Using the Small Business CGT Concessions

Restructures can be considered for a variety of reasons that include a business outgrowing its current structure, asset protection or enabling employee ownership in a business, just to name a few. This session looks at the options available when considering a restructure, as well
PRESENTED BY Raffi Tenenbaum Tax Director - William Buck , Sydney

Date/Time

About the Webinar

Restructures can be considered for a variety of reasons that include a business outgrowing its current structure, asset protection or enabling employee ownership in a business, just to name a few. This session looks at the options available when considering a restructure, as well as how they stack up against the alternative of using the small business CGT concessions, if eligible, including:

  • What CGT rollover relief is available for changing from a:
    • sole trader to a company
    • partnership to a company
    • trust to a company
  • The requirements for each rollover option
  • What are the CGT implications for transferor and transferee?
  • CGT rollover relief available for an entity reorganizing its affairs to add a holding company to its structure and pros and cons of doing so
  • The CGT small business restructure rollover:
    • when can this be used?
    • can a discretionary trust access this rollover?
  • In what situations may it be more beneficial to use the small business CGT concessions?
  • Case study

Presented By

Raffi Tenenbaum
Tax Director , William Buck Sydney, NSW

Raffi Tenenbaum is a Tax Director at William Buck in Sydney.

With over 20 years’ experience in the tax profession across big-4 firms, mid-tier firms and the Australian Taxation Office, Raffi specialises in advising Australian & foreign businesses on taxation issues impacting their structures and business operations, including equity raisings, IPOs and transactions.

Most of Raffi’s clients are privately-owned business groups of various sizes who regularly grapple with tax issues, including Division 7A, taxation of trusts, CGT small business concessions, etc.  Raffi also assists many of his privately-owned clients expand their operations overseas, especially into the Asia-Pacific region.

Raffi is a senior presenter for the Television Education Network, CPA Australia and The Tax Institute and has presented many sessions and papers on contemporary taxation issues.

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/Training 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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