Family Trust Distributions Tax: avoiding the pitfalls
InsightFamily trusts can benefit from tax concessions that come with making a Family Trust Election (FTE) but risk Family Trust Distribution Tax (FTDT) if not managed well.
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Maximising the success of your acquisition requires careful planning, from developing your strategy through to executing the transaction and integrating the business.
We can support you to develop and execute your acquisition strategy with a scope tailored to your needs. A full service includes collaborating with you to develop and refine your acquisition strategy and criteria, identify targets, make approaches, negotiate terms, undertake due diligence, raise funding and project manage the transaction to completion. We can customise a scope to suit your requirements, depending on your circumstances and internal capabilities and resources.
Our approach is tailored to reduce day-to-day disruption and ensure you can continue to focus where it matters most – on your business – during the acquisition process.
Our methodology features meticulous planning and project management, objective evaluation and close collaboration. We have significant experience advising on mid-market merger and acquisition transactions that enables us to provide insightful and commercially reliable advice.
You will work with a highly experienced and dedicated team and will have the benefit of our national and international network for sourcing potential targets and executing transactions.
Partner and National Head of Corporate Finance
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In the meantime, if you have any questions, please don't hesitate to contact us via communications@au.gt.com.
Family trusts can benefit from tax concessions that come with making a Family Trust Election (FTE) but risk Family Trust Distribution Tax (FTDT) if not managed well.
Explore strategies for scaling in Australia’s tech and SaaS sector in this report, covering capital raising, investor expectations, and long-term growth.
M&A deal volumes are down, but industry deal composition suggests Australia’s M&A landscape has largely stabilised. IMs led the charge by deploying long-held capital, while IPOs are subdued – likely into the future. Industrials continues to be the sector driving activity, and SMEs again remain some of the most sought-after targets for acquisition.
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