Monday
8 September2025
CPA Australia City Taxation Discussion GroupIncentivising employees and business owners/partners tax-efficiently
This discussion group session will cover structures commonly used to incentivise/remunerate employees (including loan-funded share plans, options and employee share schemes) and owners of professional firms (including partnership and service trust structures commonly used by accounting/professional services firms). The session will involve practical case studies and discussion of the ATO’s views in respect of such structures.
SPEAKER: Julian Cheng | Partner | Gilbert + Tobin |
With over 25 years’ experience, Julian provides tax advisory services to the full spectrum of clients. His clients include public and private corporate groups, fund managers across various asset classes, consortiums and joint ventures and high net worth individuals.
Working across various transactions, he advises on mergers and acquisitions (including tax due diligence), initial public offerings, restructures, cross border investments, funding and fund establishment.
Julian has also represented clients in audits and reviews with tax authorities (including submissions to tax authorities). His advice covers matters including Division 7A, controlled foreign company rules, the superannuation guarantee charge, the characterisation of gains as revenue or capital in nature and withholding taxes
SPEAKER: Sophie Jiang | Senior Lawyer | Gilbert + Tobin |
She advises on income tax and employment tax (superannuation guarantee, fringe benefits tax, pay as you go withholding and payroll tax) matters.
She has experience advising on the tax aspects of fund formation (for venture capital, private equity, cryptocurrency, debt and real estate funds), employee incentive plans and M&A (including public market, infrastructure, private equity, corporate, real estate and distressed transactions, as well as foreign investment into Australia).
Sophie advises clients across all sectors, including funds, corporates (public and private), family groups and foreign investors, providing assistance with tax structuring, tax due diligence, ATO early engagement and ruling requests, and the drafting of tax-related documentation.
Please register your spot at https://citytaxation.com.au/courses-page/8sep25/
This discussion group session will cover structures commonly used to incentivise/remunerate employees (including loan-funded share plans, options and employee share schemes) and owners of professional firms (including partnership and service trust structures commonly used by accounting/professional services firms). The session will involve practical case studies and discussion of the ATO’s views in respect of such structures.
SPEAKER: Julian Cheng | Partner | Gilbert + Tobin |
With over 25 years’ experience, Julian provides tax advisory services to the full spectrum of clients. His clients include public and private corporate groups, fund managers across various asset classes, consortiums and joint ventures and high net worth individuals.
Working across various transactions, he advises on mergers and acquisitions (including tax due diligence), initial public offerings, restructures, cross border investments, funding and fund establishment.
Julian has also represented clients in audits and reviews with tax authorities (including submissions to tax authorities). His advice covers matters including Division 7A, controlled foreign company rules, the superannuation guarantee charge, the characterisation of gains as revenue or capital in nature and withholding taxes
SPEAKER: Sophie Jiang | Senior Lawyer | Gilbert + Tobin |
She advises on income tax and employment tax (superannuation guarantee, fringe benefits tax, pay as you go withholding and payroll tax) matters.
She has experience advising on the tax aspects of fund formation (for venture capital, private equity, cryptocurrency, debt and real estate funds), employee incentive plans and M&A (including public market, infrastructure, private equity, corporate, real estate and distressed transactions, as well as foreign investment into Australia).
Sophie advises clients across all sectors, including funds, corporates (public and private), family groups and foreign investors, providing assistance with tax structuring, tax due diligence, ATO early engagement and ruling requests, and the drafting of tax-related documentation.
Please register your spot at https://citytaxation.com.au/courses-page/8sep25/
17:30CPA Australia City Taxation Discussion Group Zoom Webinar
