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From Cradle to Grave - Business Structuring Case Studies

Published on 04 Apr 2003 | Took place at Christie Corporate, Brisbane , QLD

This workshop-based seminar studied real life case studies and solutions on the phases of the life cycle of an SME.

Each stage of business from birth through to expansion, equity injection, consolidation, succession and retirement were covered from both a legal and accounting standpoint. These are the solid building blocks required by advisors to small and medium businesses.

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

Individual sessions

The Birth

Author(s):  David COMINOS,  Paul BANISTER This seminar paper covers the following topics:
- structuring issues
- assessing discounted capital gains
- asset protection
- entity tax revival
- grouping issues - GST, payroll tax and stamp duty.

Materials from this session:

Growing Pains

Author(s):  Ash CHOTAI,  Damien CLARKE This seminar paper covers the following topics:
- partnerships, shareholders, buy sell agreements
- entry and exit of new participants
- CGT issues - rollovers, goodwill, etc.
- employer share plans and remuneration packaging
- borrowings - keeping the interest deductible.

Materials from this session:

Mid Life Crisis

Author(s):  James PETERSON,  Daryl JONES This seminar paper covers the following topics:
- GST issues - going concern, etc.
- R&D concessions
- warranties in sale documents
- losses
- scrip for scrip - family company reconstructions.

Materials from this session:

Looking after the Owner

Author(s):  David EVANS This seminar paper covers the following topics:
- accumulation of assets
- salary sacrifice
- superannuation
- financing
- capital raisings.

The author also presented this paper at the Cradle to Grave 2004 seminar held in Brisbane on 26 February 2004.

Materials from this session:

The Long Goodbye

Author(s):  John NEWBY,  Jason MISSO This seminar paper covers the following topics:
- passing control
- winding up
- super vs testamentary trusts
- pensions, annuities and Centre Link issues
- marriage breakdown.

Materials from this session: