STEP Victoria - Tasmania Branch invites you to a seminar with Archana Manapakkam TEP of Velocity Legal.

Topic: Succession Planning – Tax-Effective Business Restructures During Life

This seminar will discuss:

Succession planning involves not just planning for the passing of assets personally owned by a testator, but also planning in respect of assets (including business assets) owned indirectly by a testator through associated structures. In order to achieve the testator’s succession planning objectives in respect of such business assets, it may be prudent to undertake a business restructure during the testator’s lifetime.

Various options exist for restructuring a business during a testator’s lifetime. This session will:

introduce the main options for restructuring a business, including the small business CGT concessions and the small business restructure roll-over;
examine the requirements and tax consequences associated with each option; and
illustrate, with the aid of case studies, how these options can be used to achieve a testator’s succession planning objectives.

DATE: Thursday 18 April 2024

TIME: 12:30pm - 1:30pm

COST: STEP Members $50 | Non-Members $110

This is an online only event.

For further information or assistance, please contact step.victoria-Tasmania@step.org

PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

SPEAKER | Archana Manapakkam TEP, Special Counsel

Archana Manapakkam is a Special Counsel in the tax team at Velocity Legal.

Archana has over 14 years of experience as a tax advisor assisting small-to-medium sized enterprises, high net worth individuals and family groups with interests in a wide range of sectors.

In addition to broad experience in tax advisory and disputes, Archana has niche expertise in (and a passion for) advising on the tax aspects of estate planning, the taxation of deceased estates and trust law.

Archana is an associate member (ATI) of The Tax Institute and full member (TEP) of the Society of Trust and Estate Practitioners (STEP). She is a regular contributor to The Tax Institute’s ‘blue journal’ (Taxation in Australia) and ‘red journal’ (The Tax Specialist). She is also a member of STEP Australia’s Policy and Advocacy Committee and regularly presents at seminars and discussion groups held by various professional and training bodies.