Description
For accountants, understanding the nuances of CGT rollovers is essential to guiding clients through business restructures while ensuring compliance. This session will provide a practical exploration of key CGT rollover strategies, potential risks, and ATO focus areas, including:
- The impact of anti-avoidance rules—how to assess risk and ensure compliance.
- ATO scrutiny of multi-step transactions—what’s catching their attention?
- How CGT rollovers interact with consolidation rules and earnout arrangements.
- Key tax considerations when business owners restructure—common pitfalls and best practices.
With a focus on real-world application, this session will equip you with the insights and strategies needed to navigate CGT rollovers effectively, mitigate risks, and provide sound tax planning advice.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Tax (Financial) Advice (1 hour)
ASIC knowledge areas and hours: Taxation (1 hour)
PRESENTED BY
NEIL BRYDGES
Principle Sladen Legal
Neil is a Principal in the business law area, with a particular focus on taxation advice and disputes.
Taxation law is a complex area. Neil’s aim is to provide technical expertise to clients, commercially applied and in a friendly and approachable manner.
Neil’s practice involves advice, audits, disputes, and transactions. The client mix includes both family groups and business enterprises. Neil also regularly assists professional advisors, including tax agents, accountants, and financial advisors, to understand complex legal issues and help them to better assist their own clients.
Neil is a Chartered Tax Advisor with The Tax Institute and accredited as a specialist in taxation law with the Law Institute of Victoria.
Since 2019 Neil has been named one of Australia’s “Best Lawyers of the Year” in the practice of tax law. Neil has also recognised in Doyles Guide as a recommended tax lawyer since 2021.
