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Consolidations: Shattering the Myth of Complexity

Published on 11 Jun 2003 | Took place at Menzies Hotel, Sydney, NSW

This seminar aimed to equip the SME adviser with the tools to conquer consolidations and to answer the big Question from a client: 'What's in it for me?'.

With a heavy emphasis on practical case studies this seminar cut through the jargon to get to the heart of consolidations.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Consolidations for SMEs

Author(s):  Ken SPENCE This seminar paper demystifies the tax consolidation laws. Its focus will be on the approach that SME advisers could take when asking themselves the question: does the consolidations regime add benefit to my SME client or not? Questions answered include:
- Which clients does consolidations apply to?
- What are the benefits for the owners of consolidating?
- How does consolidations affect trusts and partnerships?
- What are the financial accounting affects of consolidating?
- What do you have to do to consolidate and by when?
- What happens if your client sells off part of a business or purchases a new business?
- What are the ramifications for losses and imputation credits?

Materials from this session:

The Practicalities of Consolidation

Author(s):  Annamaria CAREY This seminar paper focusses on the cost benefit analysis of deciding whether to consolidate or not, including:
- who can form part of the consolidated group
- treatment of assets and losses
- steps to be taken to select group and elect to consolidate
- when does the decision to consolidate have to be made?
- is restructuring an option?

Materials from this session:

Case Study: Buying and Selling a Business

Author(s):  Greg TRAVERS,  Jeremy HIRSCHHORN This seminar paper consists of a case study focussing on buying and selling a business including:
- timing of transaction
- share vs. assets
- losses planning
- funding and tax consolidations
- due diligence and warranty issues.

Materials from this session: