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Restructuring for asset protection and business succession paper


The focus this paper is on the availability of and successful use of the following:

  • scrip for scrip arrangements
  • individual to company rollovers
  • company to company rollovers
  • consolidations
  • stamp duty concessions.
This is an updated version of a paper presented by the author at the 'Restructuring for Asset Protection and Business Succession' seminar held in Brisbane on 13 September 2005.

Author profile

David Marschke CTA
Photo of author, David MARSCHKE David is a Chartered Accountant, tax agent and admitted lawyer. He is a Partner in the Mills Oakley Private Advisory Practice based in Brisbane and previously was a Partner within the tax group of a national law firm. David is a specialist adviser to the private enterprise and to SME and high-wealth individuals sectors, with particular experience assisting taxpayers and their advisers in dispute matters, including tax reviews, audits and complex tax negotiations and settlements. He has significant expertise advising on SME, professional practice (including medical practices) and high-wealth individuals structuring and transactions with a focus on tax-effective outcomes, while understanding the potential application of the tax integrity measures including Part IVA. - Current at 12 April 2017
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This was presented at Restructuring for Asset Protection and Business Succession .

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