Getting value out of companies - Part 2 paper

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Non Member Price: $75.00

Publication date: 27 Aug 09



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 Tax Partner at McCullough Robertson. He is a specialist taxation adviser being a qualified lawyer as well as a Chartered Accountant and Tax Agent. David's background has provided him with a unique combination of legal and accounting skills and experience, enabling him to provide high level technical advice, while appropriately dealing with practical and commercial considerations. David specialises in tax-effective restructuring that ensures, where possible, access to the CGT rollover while having regard to dividend and capital management issues and the use of tax consolidations. His advice has specific regard to best practice structuring options while considering the various tax integrity measures.
Current at 30 April 2013
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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Purchase individual materials from this event:

Recent developments relating to discretionary trusts - getting money out of trusts against the wishes of the trustee & appointor
Author(s):  Lisa HESPE

Getting value out of companies - Part 1
Author(s):  Paul HOCKRIDGE

Getting value out of companies – Part 2
Author(s):  David MARSCHKE

Material from this session:

Voluntary liquidation – Getting the money & assets out of a company
Author(s):  Michael BUTLER

Offshore wealth - Accessing money overseas
Author(s):  Chris WOOKEY

The trust has served its purpose - Now let’s get the money out
Author(s):  Ken SCHURGOTT

The trust has served its purpose: Now what can we do with it?
Author(s):  Grahame YOUNG

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