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Companies with Different Share Classes Webinar

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Uncovering the hidden tax risks and how to deal with them

Prevent future problems with proactive advice now
Problems and solutions when applying the small business CGT concessions
The potential impact on losses and pre-CGT assets

A Live Instructor Led Webinar

There are a range of commercial reasons why clients might want to utilise different share classes within their companies. For example, different share classes can provide a level of flexibility that might otherwise be difficult to achieve. However, clients often don’t appreciate the impact that using different share classes can have on the tax outcome at both the company and shareholder level.

In the Companies with Different Share Classes webinar, we explore the problems that can arise when a company has different classes of shares. Regardless of whether you have inherited a company client that already has different share classes or you have a client who is looking to introduce different classes of shares, it is crucial to be aware of the impact this can have from a tax perspective.

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AU $195 members
AU $235 non-members

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Register Team*

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AU $520 members
AU $595 non-members

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Total 1.25 CPD Hours (est.)

Details

Recorded: 17 October 2024

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

We take a practical look at the key issues that need to be addressed when companies have different classes of shares. This session covers:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • The significant impact that different share classes can have on accessing the small business CGT concessions
  • Applying the continuity of ownership test to companies that have losses and different share classes
  • Determining whether a company can be part of the family group for family trust election purposes
  • The ATO’s views on dividend access shares and the application of Part IVA
  • Pre-CGT assets, value shifting and more

Our presenter

Tax Director, Knowledge Shop

Michael Carruthers

ProfileMichaelCarruthersMichael is an adviser, author, in demand presenter, mentor to Knowledge Shop’s technical team, and is well known for his capacity to translate highly technical information into tangible and useable advice for the profession. He has a knack for seeing through the complexity and helping advisers work through highly technical issues with certainty and accuracy.

Michael works with advisers every day to help them negotiate and implement the constant tide of change impacting the industry. He was a member of the advisory panel for the Board of Taxation and was a member of the reference group for the Board’s review of small business concessions.

He was also an expert panel member for the Board’s review of tax impediments facing small business.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion. The General Terms and Conditions can be accessed here.