Recorded Webinar: When Two Become One – Mergers of Charities and NFPs

Wednesday 10th August 2016

Duration: approx 2 hours

About the webinar

A merger in the NFP sector may be the difference between success and failure but they are never without their challenges.  Having a clear strategy now to deal with the issues that are bound to arise may save you much heartache later.  This presentation covers:

  • Merging –what are the positives and negatives?
  • Why merge? Government funding and the need for scale
  • Understanding state and federal legalities on merger
  • Tax issues on merger - stamp duty, CGT and the new entity’s tax status
  • Various legal forms available – should you leave the statutory structure behind?
  • Charities merging with PBIs – challenges associated with changing the charitable status from a charity to PBI
  • Governance structure of merged entity including constitutional amendments
  • Joint ventures over mergers – practical comparisons
  • Employee concerns after the merger:
    • dealing with dual enterprise bargaining agreements
    • navigating the transfer of business provisions in the Fair Work Act
  • Mergers and government contracts – don’t forget the change of control clauses
  • Streamlining memberships following amalgamations

Who should attend

This webinar is suitable for accountants and lawyers advising not for profits, and executives working for not for profits and charities – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Vera Visevic, Partner, Mills Oakley, Sydney 

Vera heads up the Not-for-profit team at Mills Oakley, with over 20 years’ experience in acting for numerous charities, religious and not-for-profit organisations.

Vera sits on numerous boards and committees. She assists clients on governance and fundraising issues, and also regularly advises organisations on ATO endorsements, constitutions, mergers and structural issues.

Vera has written several academic works, including a chapter within ‘Charity Law’ (2012), published by Thompson Reuters, and often presents seminars to executives of not-for-profits and charities.

In addition to her not-for profit expertise, Vera has extensive experience in property law.

Product Code: WBIAUG16
 Price:  $242.00 (Inclusive of GST)
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