Published on 23 Oct 14
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
why SME wealth extraction is unique
dividend access shares – a collective shiver
what else is on the SME horizon?
four SME case studies – opportunity and risk
dividends as an SME risk
pre-CGT and inbound wealth extraction strategies
if dividend access is a problem – what are the alternatives?
Jolyon Dare CTA
Jol is a Tax Partner of HLB Mann Judd (NSW) where he specialises in helping corporate and SME clients and their advisors. Jol has significant experience in SME restructuring, practically assisting small businesses to manage their tax risk and opportunity, and realise their highest value at sale.
Jol is a regular presenter for The Tax Institute's Morning Tax Club and NSW Tax Forum. Current at 22 April 2016
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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