Getting value out of companies - Part 2 paper

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Publication date: 27 Aug 09

Source: NATIONAL DIVISION, THE TAX INSTITUTE

Abstract:

Note: This paper was also delivered at the event Getting Value Out of Companies & Trusts: Highlights From the Noosa Intensive in Brisbane on 4 December 2009. This updated paper replaces the previous version here.

This paper covers:

  • funding the sell down
  • giving equity to the key employees
  • employee share schemes - Division 13A
  • phantom or replicator share schemes
  • dividend access shares
  • corporatising a trust
  • sell downs and implications of CGT event K6
  • sell down at subsidiary level
  • other issues.

Author profile:

Author Photo - David Marschke CTA
David Marschke CTA
David is a Chartered Accountant, tax agent and admitted lawyer. He is Special Counsel with KPMG Tax Law based in Brisbane and previously was a partner within the tax group of a national law firm. David is a specialist adviser to the private enterprise, SME and high-wealth individuals sectors with particular experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations and settlements. He has significant expertise advising on SME, professional practice (including medical practices) and high-wealth individuals structuring and transactions with a focus on tax-effective outcomes, while understanding the potential application of the tax integrity measures including Part IVA.
Current at 30 April 2015
Click here to expand/collapse more articles by David MARSCHKE.
 

 

This was presented at 17th National Tax Intensive Retreat: Extracting Value.

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Individual sessions

Recent developments relating to discretionary trusts - getting money out of trusts against the wishes of the trustee & appointor

Author(s):  Lisa HESPE

Materials from this session:


Getting value out of companies - Part 1

Author(s):  Paul HOCKRIDGE

Materials from this session:


Getting value out of companies – Part 2

Author(s):  David MARSCHKE

Materials from this session:


Voluntary liquidation – Getting the money & assets out of a company

Author(s):  Michael BUTLER

Materials from this session:


Offshore wealth - Accessing money overseas

Author(s):  Chris WOOKEY

Materials from this session:


The trust has served its purpose - Now let’s get the money out

Author(s):  Ken SCHURGOTT

Materials from this session:


The trust has served its purpose: Now what can we do with it?

Author(s):  Grahame YOUNG

Materials from this session:


Further details about this event:

 

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