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Private Equity

Published on 05 Mar 2008 | Took place at RACV Club, Melbourne , VIC

This event was part of the Corporate Tax Club series.

It pays to know what private equity is doing and thinking, as it’s likely to affect you:

  • your corporate may be competing against private equity (to acquire a target or raise capital); or
  • your corporate may be the target (or hold equity in it).

Moreover, it pays to understand the commercial and tax drivers of private equity - and, perhaps, what they can do that your corporate can’t - as any differences may represent areas of competitive advantage.

In this session a tax advisor, industry participant and ATO officer - who all know what’s going on in private equity - discussed the industry, covering matters including the following:

  • an outline of private equity’s various players (including their commercial and tax profiles);
  • the acquisition and funding structures being used by private equity;
  • the revenue, CGT and international implications for “carried” interests;
  • the significance of management incentives (as impacted by Draft TR 2007/D10);
  • the commercial environment for private equity (over the coming year); and
  • of course, the ATO’s perspective.

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

Individual sessions

Income tax issues

Author(s):  Toby EGGLESTON

This presentation includes coverage of:

  • fund structures
  • non-resident investors
  • manager and investee structures
  • management and investor issues.
Materials from this session:

An ATO perspective on private equity

Author(s):  Jan Farrell

This presentation covers:

  • ATO research and analysis
  • ATO compliance approach
  • technical issues.
Materials from this session:

The commercial environment for private equity over the next 12 months

Author(s):  Andrew COWLISHAW

This presentation covers:

  • effects of subprime
  • "polarization" of the PE market
  • bear market
  • deal types.
Materials from this session: