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Private Companies - Different Classes of Shares

Published on 07 Jul 2011 | Took place at Parkroyal, Parramatta, NSW

Can having different classes of shares in a private company be the answer to your problems or does it just create a whole new set of issues? This is a critical question many practitioners contemplate from time to time when offering structuring advice to their clients.

Through a series of practical examples, this event looked at different classes of shares in the context of:

  • tax considerations when issuing new classes of shares in existing companies
  • dividend access shares and the issue of shares to discretionary trusts as planning strategies
  • using class of shares as part of succession planning for a family business
  • managing the impact on small business concession eligibility
  • use as part of an employee share scheme style arrangement.

This event was part of the Breakfast Club and was also run on the 5th July in Sydney.

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

Individual sessions

Different classes of shares

Author(s):  Greg TRAVERS

This presentation covers:

  • focus is on private company scenarios
  • when would you use different classes of shares?
  • what issues need to be considered?
  • examples of what can work.
Materials from this session:

July breakfast club 2011 tax update

Author(s):  Lisa ODDO

This presentation covers:

  • legislation
  • taxpayer Alert
  • Assistant Treasurer Consultation Paper
  • ATO website
  • cases
  • NSW payroll tax.
Materials from this session: