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Workshop 1: Structuring/restructuring for a new dawn paper

Published on 18 Nov 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers the questions and answers to workshop 1 structuring/restructuring for a new dawn.

Author profiles

Martin Booth CTA
Martin is a Partner within the Private Clients (Tax Advisory) division of Pitcher Partners. With over 16 years of professionally accredited employment, he is a highly experienced taxation and business adviser with strong technical and business qualifications, and has consistently demonstrated the ability to provide tax-effective solutions to clients in a variety of competitive industries. He focuses predominantly on providing tax advisory services to clients in the SME market. He has extensive experience in advising clients in the property and construction and financial services industries. Martin regularly assists in negotiations with the ATO in resolving technical taxation disputes. He has over 16 years experience advising clients in dispute resolution and has been instrumental in achieving appropriate outcomes for uncertain matters. - Current at 04 January 2018
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Jacqueline Reeves CTA
Jacquii is a Senior Manager at BusinessDEPOT, a ‘one place for business’ that provides an array of professional services to the SME market. With over 13 years’ experience in Public Practice and 5 years working in the ‘Big 4’, Jacquii plays a key role as business and personal tax expert to many high net worth individuals and family owned businesses. Jacquii has a passion for finding solutions to complex tax issues and enjoys working with clients to navigate the best tax outcome for their personal situation - Current at 15 March 2021
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Leonidas Efthivoulou CTA
Leo is a director at ENA Law. Leo has over 14 years experience in advising in various industries, including agriculture and food, property, health and fitness, and to a broad client base. Leo has extensive experience in tax advisory, structuring and restructuring, succession planning, and general commercial legal transactions and advisory. Leo is also a Chartered Accountant, a member of The Tax Institute's various sub-committees including Tax Summit, Noosa and SA Tax Forum. - Current at 15 November 2021
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Michelle Hartman CTA
Michelle is a Tax Partner at Deloitte Private with many years of experience in providing practical tax advice to clients. Michelle advises SME clients across a broad range of issues and taxes, including tax structuring, exit and succession planning. - Current at 22 October 2018
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John Middleton CTA
John Middleton, CTA is part of the ATO’s Tax Counsel Network, where he works on complex technical advice, tax reform projects, and strategic litigation. Prior to this, he had over 20 years in the private sector as Special Counsel at Clayton Utz Brisbane specialising in revenue and commercial law. He practised in CGT, stamp duty, GST and general tax. While in private practice he was listed in Doyle’s and Best Lawyers in respect of tax matters. - Current at 16 July 2020
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Melinda Peters CTA
Melinda is a specialist tax and duty lawyer, practising in all areas of direct and indirect tax - with a particular focus on the transaction taxes, structuring and funds management. A partner in McCullough Robertson’s highly regarded taxation team and a chartered tax adviser, Melinda prides herself on achieving commercial outcomes and providing practical advice to clients. In her role, Melinda acts for a range of clients, from individuals to start ups, to large corporate clients and managed funds. She advises extensively on cross-border taxation issues and inbound and outbound investment structures, mergers and acquisitions, trusts and is experienced in advising and implementing a range of employee incentive and remuneration arrangements. She also assists clients with taxation and duty disputes and has experience in such matters before the Federal Court, AAT and Queensland Supreme Court. Melinda holds a Juris Doctor from the University of Queensland and a Masters of Taxation from the University of Sydney. - Current at 27 April 2022
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Sally Preston
Kim Reynolds CTA
Kim Reynolds, CTA, is a Chartered Accountant, Chartered Tax Adviser and Director at Vincents. Kim has over 25 years’ experience working with SME’s, family groups and high net worth individuals helping them navigate tax issues impacting on their affairs. Kim’s expertise includes complex income tax and CGT issues including Division 7A and CGT Small Business Concessions, taxation of trusts, succession and estate planning, and transaction advice and support. Kim is a Vice-Chair of The Tax Institute’s Queensland State Council. - Current at 21 July 2022
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Jodie Robinson

 

This was presented at 29th Noosa Tax Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions



ATO Hot Topics

Author(s):  Louise Clarke

Materials from this session:


Workshop 1: Structuring/restructuring for a new dawn

Author(s):  Martin BOOTH,  Jacquii Reeves,  Leo Efthivoulou,  Michelle HARTMAN,  John MIDDLETON,  Melinda Peters,  Sally Preston,  Kim Reynolds,  Jodie Robinson

Materials from this session:

Workshop 2: Estate planning matters – being ready for planned and unplanned events

Author(s):  Geoff STEIN,  Emma WOOLLEY,  Paul Banister,  Linda FARMER,  Mark MORRIS,  Andrew O'BRYAN,  Prue Poole,  Rachel Vijayaraj

Materials from this session:

Further details about this event:

 

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