Extracting Value from Private Groups
Overview
What are the opportunities for the tax effective extraction of value from private groups in a post-COVID world?
This webinar will consider the perennial question of how to release value from private groups in a tax effective manner including relevant administrative and legislative developments.
An overview and practical examples will be provided of various options to extract value from private groups including dividends, loans, capital reductions, and buy-backs, including the current issues, opportunities and risks from a tax perspective. Where an owner of a private group is looking to sell, taxation considerations relevant to maximising the after-tax proceeds including the small business CGT concessions, roll-over relief, and concessional treatment of earnout arrangements will also be addressed.
Webinar Learning Outcomes:
If you are the owner of a private group, a CFO or financial controller of such a group, or your business advises private groups, this webinar will provide you with an understanding of the taxation issues relevant to extracting value from private groups.
Suited to:
Private groups and advisers to such groups in all industries.
You will also be provided with:
- The PowerPoint Presentation Slide Deck
- A Searchable Transcript
- Any Supporting Documentation
- Webinar Recording to view multiple times for up to 6 months
- Q&A Session & follow up contact details
Course syllabus
3 lessons
- Video – Extracting Value from Private GroupsVideo
- FeedbackSurvey
- Knowledge QuizTest
Your presenter
Muhunthan Kanagaratnam,Gilbert + Tobin
Partner, Gilbert + Tobin.
Muhunthan heads Gilbert + Tobin’s Tax practice. He has extensive experience advising clients across a wide range of industries. His specialties are mergers and acquisitions and tax disputes, with a strong focus on non-routine tax advisory work. He has advised on many cross-border corporate acquisitions, disposals and restructures; privatisations on both the Government and private enterprise sides; and equity raisings, floats and debt raisings.
Julian Cheng, Partner, Gilbert + Tobin.
Julian is a partner in Gilbert + Tobin’s tax practice with over 20 years’ experience in providing tax advisory services. He has extensive experience in advising on mergers and acquisitions, corporate restructures, cross border investments and financing, and fund structuring. His previous roles included 9 years as a tax partner with a Big 4 chartered accounting firm including 2 years as head of the firm’s Australian tax desk in New York providing Australian tax assistance and advice to US corporate groups and funds.