To survive in the current challenging economic landscape many business owners may be considering a restructure, a merger or demerger. In such situations, we often look to access capital gains tax (CGT) roll-overs and land transfer (stamp) duty relief . These provisions provide taxpayers with the potential ability to restructure without triggering or reducing CGT and/or duty. However, these provisions are an area with great complexity and one which the ATO and SRO are keeping a keen eye on.
Who should attend
Tax agents, accountants, CFOs, tax managers, lawyers and those interested in restructuring, CGT rollovers and duty relief.
Level of expertise
This webinar is for persons with some knowledge in tax and looking to improve their knowledge.
COST: $99.00
If you register more than one attendee, discounts apply:
2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
Once you have registered you will be sent a receipt and a personalised link to access the webinar via Zoom. All attendees will need to be registered individually. You will be unable to share a link.
This webinar will be recorded and emailed to all registered attendees the day after the event.
Event Information
In this webinar you will hear from Sladen Legal’s Neil Brydges, Principal Lawyer and Denise Tan, Senior Associate.
They will consider:
Roll-overs Relief 101: A quick refresher on what’s available
Hart v FCT [2019] FCAFC 179 and the danger lurking in back to back roll-overs
Accessing demerger relief in light of the recently finalised TD 2020/6
Triggering stamp duty liabilities
Consideration of anti-avoidance provisions
The future of roll-overs in light of the ATO and Board of Taxation reviews
Presenters
Neil Brydges
Principal Lawyer
Accredited Specialist in Tax Law
Neil is a Principal Lawyer in the business law area, with a particular focus on taxation advice and disputes.
Taxation law is a complex area. Neil’s aim is to provide technical expertise to clients, commercially applied and in a friendly and approachable manner.
Neil’s practice involves advice, audits, disputes, and transactions. The client mix includes both family groups and business enterprises. Neil also regularly assists professional advisors, including tax agents, accountants and financial advisors, to understand complex legal issues and help them to better assist their own clients.
Neil is a Chartered Tax Advisor with The Tax Institute and accredited as a specialist in taxation law with the Law Institute of Victoria.
Denise Tan
Senior Associate
Associate Tax Adviser
Denise is a Senior Associate in Sladen Legal’s business law team and is an Associate Tax Advisor with The Tax Institute.
Denise has extensive experience in indirect tax matters (focused on state taxes such as landholder duty) relating to asset holdings, corporate restructures, mergers, asset and corporate acquisitions. Her experience is varied and covers low to high value private and public transactions for clients ranging from medium and high net worth individuals, accountants, financial planners, self-managed superannuation funds (SMSF) trustees, property developers, infrastructure companies, REITs and private and public companies.
Aside from her previous experience in a big 4 accounting firm as a Senior Manager, Denise has also worked in the Victorian State Revenue Office and is familiar with the administration, policy and legal application of state taxes.