On 28 April,
David Marschke, CTA, a Chartered Accountant and specialist tax law adviser at
Mills Oakley’s Private Advisory Team in Brisbane will discuss restructuring
opportunities at The Tax Institute’s WA Tax Intensive. We spoke to David about what to expect from his session.
David Marschke, CTA, a Chartered Accountant and specialist tax law adviser at
Mills Oakley’s Private Advisory Team in Brisbane will discuss restructuring
opportunities at The Tax Institute’s WA Tax Intensive. We spoke to David about what to expect from his session.
‘A business
structure that was put-in place to meet a prior commercial need in the past,
may not be suitable for the client today,’ David remarked, ‘During my session
and case-study workshop I'll be examining some of the options available to
restructure a client’s affairs to achieve their current or future commercial
objectives without triggering a capital gain, revenue gain or transfer duty
liability’.
structure that was put-in place to meet a prior commercial need in the past,
may not be suitable for the client today,’ David remarked, ‘During my session
and case-study workshop I'll be examining some of the options available to
restructure a client’s affairs to achieve their current or future commercial
objectives without triggering a capital gain, revenue gain or transfer duty
liability’.
With his
combined qualifications as a Chartered Accountant and admitted lawyer, David brings
a unique focus to the workshop, as he is a specialist adviser to the private
enterprise, SME and high-wealth individuals sector.
combined qualifications as a Chartered Accountant and admitted lawyer, David brings
a unique focus to the workshop, as he is a specialist adviser to the private
enterprise, SME and high-wealth individuals sector.
‘I work a
lot with these types of clients on structuring and transactions with a focus on
tax-effective outcomes, ensuring that we understand the potential application
of the tax integrity measures, including Part IVA. Critically my philosophy is
to ensure that what is done complements the clients objectives rather than
dealing with tax in a vacuum’, David says.
lot with these types of clients on structuring and transactions with a focus on
tax-effective outcomes, ensuring that we understand the potential application
of the tax integrity measures, including Part IVA. Critically my philosophy is
to ensure that what is done complements the clients objectives rather than
dealing with tax in a vacuum’, David says.
With
particular experience assisting taxpayers and their advisers in dispute matters
including tax reviews, audits, complex tax negotiations and audits, David’s
expertise means he is focused on the appropriately documenting a transaction to
ensure any future review by the ATO he
is able to be positively managed.
particular experience assisting taxpayers and their advisers in dispute matters
including tax reviews, audits, complex tax negotiations and audits, David’s
expertise means he is focused on the appropriately documenting a transaction to
ensure any future review by the ATO he
is able to be positively managed.
During his session, David will
look at the use of CGT rollovers to “corporatize” a trust and also put a new
holding company in place including the use of tax consolidations as necessary
to achieve the desired commercial outcomes.
It will also consider what are the opportunities and restrictions
related to the use of the new small business restructure roll-overs. Finally it will consider the duty rules and
what concessions are available for restructuring.
look at the use of CGT rollovers to “corporatize” a trust and also put a new
holding company in place including the use of tax consolidations as necessary
to achieve the desired commercial outcomes.
It will also consider what are the opportunities and restrictions
related to the use of the new small business restructure roll-overs. Finally it will consider the duty rules and
what concessions are available for restructuring.
These issues and more will then
be discussed in a case-study led workshop by facilitators from PKF Lawler
including Leigh Dyson, FTI, Phil Golding, CTA, Malav Oza, CTA and Mark Radosevich, FTI.
be discussed in a case-study led workshop by facilitators from PKF Lawler
including Leigh Dyson, FTI, Phil Golding, CTA, Malav Oza, CTA and Mark Radosevich, FTI.
The second
annual WA Tax Intensive also features Ron Jorgensen, CTA, of Rigby CookeLawyers, looking at Managing Trust Deed Amendments and Prof. Graeme Cooper, CTA,The University of Sydney examining Part IVA, along with our Keynote Address,
Disruptive Ethics, by Prof Derek Parkin OAM, University of Notre Dame Australia.
annual WA Tax Intensive also features Ron Jorgensen, CTA, of Rigby CookeLawyers, looking at Managing Trust Deed Amendments and Prof. Graeme Cooper, CTA,The University of Sydney examining Part IVA, along with our Keynote Address,
Disruptive Ethics, by Prof Derek Parkin OAM, University of Notre Dame Australia.
Join us at
the Novotel Vines Swan Valley Resort, 28 - 29 April 2016. Find out more.
the Novotel Vines Swan Valley Resort, 28 - 29 April 2016. Find out more.
