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Private company capital management – Extracting value from a company paper

Published on 08 Nov 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • getting money out of cashbox companies
  • dividends and franking credits strategies
  • loan arrangements and utilising Division 7A secured and unsecured loans
  • dividend access shares: associated entities – current state of play
  • capital reductions, including share cancellation and share buybacks
  • earn-out structures
  • funding the sell down.

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 2018 WA Tax Intensive .

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

Individual sessions

Masterclass –Valuations in the tax arena: Methodologies, tax implications and recent legal cases

Author(s):  Nicki Ivory

Materials from this session:

Masterclass – Part IVA analysis: Practical examples

Author(s):  Jonathan Woodger

Materials from this session:



Further details about this event:

 

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