structuring and planning: Before a realisation Event

Tax lawyers Mark West and Michael McLaughlin presented on structuring and planning for tax before a realization event at the Tax Institute – Private Business Tax retreat, held on the Gold Coast, Queensland. The presentation by the West Garbutt Principals considered the strategies to utilize in planning for a sale to third parties or succession to the next generation. The session included detailed case studies for attendees to consider, focusing on critical issues that could arise and how to manage issues such as Division 7A and the small business CGT concessions.

For people wanting to access a copy of these slides please click on the link below.  Should more detailed advice be required, or you would like assistance with your own structuring needs, please contact one of our specialist tax lawyers.

To access this document, please click: Tax Institute Private Business Tax Retreat – Structuring and planning: Before a realisation event