The Art of Business Structuring: Tying It Together & Case Studies

Which entities are best for your client’s situation and why? Master the intricacies of business structuring with case studies.

In this session, we cover:

• Recap of previous session and introductory remarks

• Tax efficiency considerations

  • Tax rates

  • Income splitting

  • Tax losses

  • Accessing cash and capital

  • CGT concessions

  • Other considerations

• Carrying on a business

  • Indicators of a business

• Profit making undertaking - Greig’s case

  • Key factors to consider

• Analysis of entity structures

• Case Study examples

  • Property investor

  • Share investor

  • Business owner with changing family

Date recorded: 5 December 2024