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Things move fast in the business world. A growing business can quickly outgrow its business structure, and the resulting restructuring process can quickly become quite complex. Gain the insights necessary to advise your clients when they’re considering a business restructure so that their business can achieve its current and future goals without falling prey to the many traps that can sink a business.
Attend and earn 7 CPD Points/
This conference was recorded in VIC on 11 September 2018
Restructuring Strategies and Rollover Issues
Chair: Chaya Lal, Partner, PKF Melbourne
9.00am to 10.00am: Restructuring and Asset Protection Master Plan: Setting the Stage
Presented by Dianne Cuka, Partner - Private Client Services, EY
10.00am to 11.30am: Small Business Restructure Rollover: A Practical Guide
Presented by George Kolliou CTA, Director, AG Tax Lawyers
11.30am to 11.45am: Networking and Refreshment Break
11.45am to 1.15pm: General Rollovers: Implications and Finding the Best fit
Explore transfer of business assets using general rollovers and the income tax, stamp duty and GST implications using practical examples.
Presented by Michael Gastevich, Partner and National Tax Leader, Deloitte Private
CGT Concessions, Commercial Issues and Asset Valuation
Chair: Jacci Mandersloot, Director, MC Tax Advisors
2.00pm to 3.00pm: Commercial Implications to Consider when Restructuring
The transfer of business assets triggers a few commercial consequences that need to be addressed.
Presented by Ross Higgins CTA, Partner and Diana Diaz, Associate, Mills Oakley
3.00pm to 4.00pm: Valuation and Apportionment of the Assets
Presented by Liz Smith, Director, Corporate Advisory, William Buck
4.00pm to 4.15pm: Networking and Refreshment Break
4.15pm to 5.15pm: Use of Small Business CGT Concessions
The small business CGT concessions can provide great tax benefits to taxpayers, but are also one of the most complex areas of tax legislation, so it is vital that advisors have the knowledge to apply them correctly. Discuss the key requirements and any tips and tricks advisers should be aware of, including;
Presented by Jacci Mandersloot, Director, MC Tax Advisors
5.15pm Closing Comments by the Chair