Tax Consequences of Asset Finance – What you need to know
Overview
What you'll take away.
Many small businesses rely on finance products to ensure their ongoing operations. Each of these products have different commercial, legal and tax consequences. Join this session to learn about these different finance options and how you need to think about them from a tax and advisory standpoint.
In this session we will cover the following from a legal, tax and commercial standpoint.
- Debt vs equity for tax and accounting purposes
- The commercial rationale of financing instruments
- Consumer vs commercial loans
- Leases, chattel mortgages, HPs
- Novated leases
Learning Outcomes:
By the end of this session attendees should understand:
- How to determine if something is debt or equity for tax purposes
- Understand the broad consequences of the different financing instruments available to SMEs
- Be able to advise clients and find referral partners
Suited to:
All industry professionals
You will also be provided with:
- Access to watch the Live Webinar
- Opportunities to ask real time questions to the presenter/s
- Poll questions to test your knowledge
- Access to On Demand recording, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz (for On Demand recordings)
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Your presenter
Matt HardyMRTG Consulting and Davies Home Loans
is the Founder Director of MRTG Taxes and specialises in helping small to medium businesses achieve their business goals. He has 25 years’ worth of experience across small, medium and large corporates and has worked in Big4, Corporate and mid-tier firms. Before starting MRTG Taxes, Matt was GE’s head of international tax for the Wind business.
Greg Davies is the founder and principal mortgage broker at Davies Home Loans, where he helps individuals, families, and business owners navigate the complexities of residential and investment property finance. With a strong focus on building long-term client relationships, Greg works closely with accountants, financial advisers, and other professionals to develop lending solutions that align with clients’ broader financial goals.