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Funding expansions paper
Published on 06 Aug 13 by QUEENSLAND DIVISION, THE TAX INSTITUTE
Things are finally going in the right direction, the bank manager is smiling and the business is expanding, but this growth has to be funded. This paper looks at the issues that surround funding expansion. Funding can come from a number of sources, banks, private equity, management buy-in’s and related parties. Each of these areas can raise some challenging commercial and tax issues.
This paper covers:
- restructuring and rolling over to bring in a new investor
- what entity should be used for the new activity? Is the current structure best suited for expansion?
- management “buy-ins”
- debt / equity rules – will my interest payments still be deductible?
- dealing with Division 7A issues prior to expansion
- venture capital funding and the types of instruments used.
Author profile:
Dean Rallison
Dena, an Assocate Director at BDO, has more than 20 years’ experience in the taxation environment, with a particular focus on the resources sector. Dean has advised numerous clients on business restructures and has specialised in cross border transactions for many years. Current at 06 August 2013This was presented at Expanding Private Business Series: Structures.
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Individual sessions
Restructuring for growth
Author(s): Craig BARRYMaterials from this session:
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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Funding expansions
Author(s): Dean RALLISONMaterials from this session:
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- insert_chart
DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
shopping_cart Add all items to cart - $72.00
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Restructuring the family business
Author(s): Peter J MCKNOULTYMaterials from this session:
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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Asset protection
Author(s): Brian J RICHARDSMaterials from this session:
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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
shopping_cart Add all items to cart - $72.00
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Part IVA issues for SMEs
Author(s): Graeme COOPERMaterials from this session:
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