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Courses/Accounting & Tax/Corporate Tax

Debt vs. Equity: Taxation, Structuring & Strategic Financing

Understand the tax and commercial differences between debt and equity, and how to structure financing for optimal outcomes.

Created byTEO Training
BeginnerUpdated Jan 17, 2025
Debt vs. Equity: Taxation, Structuring & Strategic Financing

What You'll Learn

check_circleUnderstand the tax implications of different debt and equity instruments.
check_circleAnalyze how tax and commercial factors influence a company’s capital structure.
check_circleAdvise clients on suitable funding options for their business needs.
check_circleIdentify potential tax pitfalls in company restructuring arrangements.

About This Course

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 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.

Your Instructors

TEO Training
TEO Training
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TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.

Richard Muth
Richard Muth

Senior Manager – Tax Advisory, Findex/Crowe

Richard Muth is an experienced taxation practitioner at Findex/Crowe, with more than 10 years of experience, working with clients ranging from large multinational groups, Australasian groups, New Zealand-based SMEs, along with high net worth individuals. A core specialty of Richard’s is helping expatriates and their employers understand and manage their tax implications and obligations.

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