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SA Tax Roundtable # 5 - Capital Management

Wednesday, 14 August 2019 - 5:00 PM to
Wednesday, 14 August 2019 - 7:00 PM
Accru Harris Orchard 172 Fullarton Road, Dulwich, SA Australia
Event Coordinator: sarasimpson@taxinstitute.com.au
     

Registration Time: 16:45:00 PM

Member Price: $100.00

Non Member Price: $130.00

CPD hours:2.00

In times of relatively low asset yields, companies are faced with increasingly more difficult decisions regarding how best to deploy surplus capital. Whilst a decision to hold surplus capital on the balance sheet in cash form may be prudent in many cases, this also acts to decrease earnings per share. In such an environment the most prudent application of surplus capital may be to return it to shareholders.
This workshop looks at the options available for returning capital to shareholders including:
Dividends
Share Buy Backs
Capital Reductions
The session will also review the potential application of anti avoidance measures along with the ATO’s approach to evaluating different forms of capital management which will include a brief review of when to seek an ATO ruling and the appropriate ruling product to seek.

Facilitator
George Hodson, CTA, Partner, Thomson Geer
George Hodson, CTA, is a Partner at Thomson Geer in the Adelaide office, where he advises on a range of taxation, transactional, business structuring, succession planning and tax controversy matters. He acts for a range of private, public and government clients and works closely with businesses, high net worth families, not-for-profits, accountants and other professional advisers. He has extensive experience in taxation advisory as well as dispute resolution with federal and state revenue authorities. George presents at various industry events and has authored numerous articles for The Tax Institute and other industry publications. He has held a variety of professional committee roles and presently sits on the SA Technical Resource Committee with The Tax Institute.

Chairperson
Richard Bowden, CTA, Director, Accru Harris Orchard
Richard is a Tax and Business Services Director at Accru Harris Orchard where he is responsible for advising on most income tax, CGT and GST issues that are typically encountered by SMEs and family businesses. Richard is a Chartered Tax Advisor and is a member of the Tax Institute’s Technical and Roundtable committees.

Who should attend?
These discussion groups specifically cater to taxation specialists and may be presented in a case study format. A high level of attendee interaction is encouraged. This is not a planning session, and the group leader will not be submitting any specific strategies or actions.