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Extracting wealth from private businesses paper

Published on 22 May 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • developing a wealth extraction strategy
  • some issues with different classes of shares
  • interest deductions
  • section 100A
  • Part IVA and restructuring
  • use of corporate beneficiaries
  • dividend access shares.

Author profile:

Gregory Travers CTA
Greg is the Director in charge of the Tax Services division of William Buck in Sydney. His clients are predominantly private businesses, both Australian and foreign-owned, as well as higher wealth individuals and families. The work undertaken by Greg is primarily advising on issues and transactions such as restructuring, exit strategies, business acquisitions and international expansion, along with referrals from accountants, lawyers and other advisers. Greg is the author of The Tax Adviser’s Guide to Part IVA, published by The Tax Institute. Current at 27 June 2016 Click here to expand/collapse more articles by Greg TRAVERS.
 

This was presented at NSW 7th Annual Tax Forum.

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