Debt versus Equity: Beware the Fishhooks

This webinar considers the different types of debt and equity instruments that can be used to fund a company. It considers how tax and commercial considerations can influence a company’s capital mix and the suitability of different instruments.

This webinar will address the following topics:

• What is the difference between debt and equity for tax purposes? Why does this matter?
• What tax factors should be considered alongside the commercial factors when determining how a company is funded and the mix of debt and equity
• What are “preference shares” and how are these taxed? 
• What are “convertible notes” and how are these taxed? This consideration includes SAFEs (simple agreements for future equity)
• What are SAFEs? How are these taxed and what tax concerns exist for these?
• What is “sweat equity”? How is it taxed and why does it matter?
• How could the Foreign Investment Fund regime impact investors?
• What fishhooks commonly arise with restructuring, including debt parking and dividend stripping

Suited to: 

• Accountants and lawyers that commonly advise clients on the establishment of companies and the appropriate capital structure
• Founders who are looking at growing their business’ capital
• Advisors involved with company capital raisings and restructures
• Others generally involved with business and with an interest in the balance between tax and commercial considerations with company funding