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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 specialist tax and legal adviser who acts for listed and private corporate groups, and their owners, in all areas of tax and related law including GST and state taxes. David has been involved in a wide range M&A transactions assisting listed and unlisted entities and has significant expertise dealing with tax effective business restructures and exits. He is a specialist adviser on trust law and taxation of trusts including MITs. David recently founded dbm horizons as a boutique legal, tax and consulting firm. Prior to founding dbm horizons David was a tax partner at national law firm. In addition, David has significant experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations, and settlements with the ATO and the State revenue offices. David is a Legal Practitioner, Registered Tax Agent, Chartered Tax Adviser and is a member of Chartered Accountants Australia and New Zealand. - Current at 11 July 2018
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This was presented at Restructuring for Asset Protection and Business Succession .

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