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Takeover of listed landholders - Managing the duty implications presentation

Published on 25 Jul 13 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation examines the stamp duty issues that arise for a bidder in taking private (by takeover or scheme of arrangement) a listed landholder: It covers:

  • structuring of bidder entity for future investment flexibility
  • capitalisation of bidder entity (pre-bid and post-bid)
  • determining landholder duty implications of the acquisition
  • marketable securities duty implications of the acquisition
  • exemptions for certain schemes of arrangement
  • compliance issues, including valuation questions
  • post-takeover restructures.

Author profile:

Peter McMahon CTA
Peter is a Consultant to Ernst & Young. Peter has over 35 years experience advising both public and private clients on the stamp duty implications of major privatisation, infrastructure, real estate and M&A transactions. Peter is a longstanding member of the Tax Institute's Liaison Committee with the NSW Office of State Revenue and is co-author of CCH's Duties Law & Practice looseleaf service and GST and the Financial Markets. Current at 10 May 2013 Click here to expand/collapse more articles by Peter MCMAHON.
 

This was presented at 13th Annual States' Taxation Conference.

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