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Issues covered include: wealth accumulation, property tax, insurance payment, cryptocurrency, client's marriage, separations, family and accounting, succession and estate plannning
Every client's situation is unique and they'll expect you to provide expert tax advice tailored to their specific needs. Keep your clients happy so that they return year after year and refer you to others by keeping up to date on the latest tax trends and developments. Explore tax strategies behind various life events and situations your clients will experience, including moving overseas, property investment, Centrelink, cryptocurrency, marriage and separation, and estate and succession planning.
Attend and earn 7 CPD Points/Hours
This conference was recorded in VIC on 31 May 2019
Chair: Daniel Arnephy, Director, Accru Melbourne
WEALTH ACCUMULATION
9.00am to 9.50am: Clients Moving Overseas or Coming Back to Australia? Tax Residency Needs that Must be Considered!
Do you have clients moving overseas to take up employment or start a new business venture? Whether your client is a 'resident’ or a 'non-resident' can profoundly impact how your client is treated under Australian tax law, including what income is subject to tax in Australia and what concessions are available. The question of tax residency is often complex, as it involves complex common law concepts ('resides,' 'permanent place of abode' and 'usual place of abode'). This session explores:
Presented by John Storey, Managing Director and Andrew Henshaw, Director, Velocity Legal
9.50am to 10.50am: Property Tax for Individuals: Poorly Understood Issues Leading to Audit Activity
Presented by Chris Wallis, Barrister, Greens List Barristers
10.50am to 11.05am Morning Tea
11.05am to 11.55am: Tax, Superannuation and Centrelink Implications after Insurance Payment
Presented by Andrew Reynolds, Principal Adviser, Fitzpatricks Private Wealth
11.55am to 12.45pm: Tax Considerations on Cryptocurrency: What Accountants Need to Know
Presented by Jim Koutsokostas, Special Counsel and Joni Pirovich, Lawyer, Hall & Wilcox
12.45pm to 1.30pm Networking Lunch
TAX AND FAMILY LAW
1.30pm to 2.20pm: What do Accountants Need to Know Before a Client's Marriage?
Presented by Lee Formica, Partner, Lander & Rogers
2.20pm to 3.10pm: Separations, Family and Accounting: Tax Effective Settlements
Presented by Paul Fildes, Principal, Taussig Cherrie Fildes Lawyers; Accredited Specialist in Family Law
3.10pm to 3.25pm Afternoon Tea
SUCCESSION AND ESTATE PLANNING
3.25pm to 4.20pm: Multi-Generational Planning and Long Term Tax Saving
Presented by Nathan Yii, Principal Lawyer, Nathan Yii Lawyers; CTA
4.20pm to 5.15pm: Business Succession on Death, Disablement or Trauma: Plan with the End in Mind
Presented by Sophie Cohen, Director, Head of Partners Legal, Partners Wealth Group
5.15pm Closing Comments by the Chair
Rendezvous Hotel Melbourne
Level 1, 328 Flinders St
Melbourne 3000
VIC
Australia