Tax & Business Structures

Tax & Business Structures
This presentation provides a comparison of alternates & highlights key taxation, asset protection, estate planning considerations for particular structuring alternatives/combinations.

There are several choices for holding assets integral to businesses in Australia.  These choices vary considerably in their structure, rights of equity holders, degree of asset protection & taxation treatment.  This presentation provides a comparison of alternates & highlights key taxation, asset protection, estate planning considerations for particular structuring alternatives/combinations.

Key business assets

  • Operational funding – capital v secured & unsecured debt
  • Intellectual property – tax & asset protection issues
  • Retained profits – accessing company tax rate via non-trading company

Structuring options – trading entity

  • Proprietary company – choice of shareholding
  • Non-fixed trust – limitations for minority stakeholders
  • Other trading options, eg partnerships of trusts & companies, fixed unit trusts

Structuring options – holding entity

  • CGT & duty considerations
  • Ensuring availability of income splitting
  • Options for business premises, eg SMSF, family trust, fixed unit trust

Planning for business expansion & succession

  • Securing minority stakeholder investment
  • Qualifying for small business CGT concessions
  • Preparing business for sale

CPD hours: 1.5
Price: $113 for member, $138 for non-member
Certification is provided upon completion


Presented by: Allan Swan

           

            
Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Preventative Law. Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies and is also a director of the Law Institute of Victoria. Allan has 3 specialist accreditations, namely as a Chartered Tax Advisor, Trust and Estate Practitioner, and an Accredited SMSF Specialist TM. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
When
29/05/2018 11:00 AM - 29/05/2018 12:30 PM
Where
Online, Australia

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