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Getting value out of companies - Part 2 presentation


This presentation covers:

  • share sale v allotment
  • vendor financing
  • company financing
  • partly paid shares
  • earnouts
  • giving equity to employees
  • direct value shifting rules
  • employee share schemes
  • phantom or replicator schemes
  • dividend access shares
  • corporatising a trust
  • CGT event K6
  • subsidiary sell down
  • other matters.

Author profile:

Author Photo - David Marschke CTA
David Marschke CTA
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, 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 2016 Click here to expand/collapse more articles by David MARSCHKE.

This was presented at 17th National Tax Intensive Retreat: Extracting Value.

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

Individual sessions

Recent developments relating to discretionary trusts - getting money out of trusts against the wishes of the trustee & appointor

Author(s):  Lisa HESPE

Materials from this session:

Further details about this event:


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