Rollover Relief for Business Clients Webinar
Why pay tax now when you can pay it later?
Using rollovers to restructure a business
The most common rollovers – when and how to apply them
The flow-on implications and downsides of common rollovers
A Live Instructor Led Webinar
There are a range of situations where clients can potentially access rollover relief to defer a tax liability when moving assets within a business group or when making changes to a group structure. This can free up vital cash that would otherwise be paid to the ATO.
Some of the rollovers can also be used when selling assets to third parties, allowing clients to reinvest the proceeds in the short term or defer tax liabilities until a future sale takes place.
However, many of the rollovers are complex and it is important to understand the positive and negative aspects of the key forms of rollover relief so that informed decisions can be made.
The Rollover Relief for Business Clients Webinar guides you through the process of determining what rollover relief to apply, the pros and cons of the different forms, and the problems and complexities that arise in practice.
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AU $195 members
AU $235 non-members
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AU $520 members
AU $595 non-members
Details
Recorded 14 November 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 walk you through the practical use of rollovers:
What's included?
- 1 x 1.25 hour (est.) webinar
- 3 month access to webinar recording
- Reference notes
- Step-by-step guide to which rollover is appropriate to certain situations
- The key conditions that need to be met to apply the most common forms of rollover relief
- The advantages of the small business restructure rollover relief over most other rollovers
- Why it can be difficult to apply the small business restructure rollover relief to common client scenarios and the possible solutions
- The downsides and limitations that come with applying certain forms of rollover relief
- Rollovers that can apply to a business asset or equity sale
Our presenter
Michael Carruthers
Michael 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.