Trusts and Deeds Advanced Review
Issues covered include: trusts cases, trust structures, asset protection, taxing trusts, trust disputes, COVID-19 measures
Description
Gain insight into the complex issues of trusts and deeds in this high level afternoon review. Hone your skills so that you are prepared for the issues your clients might face. Discover what can possibly go wrong, so that you are prepared for any eventuality. Hear about the latest developments in case law and what they mean for your practice. Get practical tips on tax disputes and learn how to make the most of trust structures and asset protection.
Attend and earn 3 CPD Units in Substantive Law
Chair: Michael Bersten, Barrister, New Chambers
2.00pm to 2.45pm: Recent Trusts Cases and Developments
All the latest cases and developments and how to prepare your practice for their impact.
Presented by Ian Fullerton, Barrister, Ground Floor Wentworth Chambers; Leading Tax Junior Counsel, Doyle’s Guide 2019
2.45pm to 3.35pm: Trust Structures and Asset Protection
- Documenting the purpose of the trust
- Financial abuse risk and trustee controller succession
- The importance of Trustee independence
- Offshore connected beneficiaries
Presented by Michael Perkins, TEP, Special Counsel, Practitioner Member, Academic Community of the Society of Trust and Estate Practitioners (STEP)
3.35pm to 3.50pm Afternoon Tea
3.50pm to 4.30pm: Taxing Trusts: Where to From Here? Practical Tips and Traps
- A brief history of ‘entity taxation’ and 2011 tax reform promises
- Our complicated system
- Why ATO administration does not help
- The significance of the RMIT Report
- Future reforms?
Presented by Ken Schurgott, Solicitor Director, Schurgott & Co Lawyers
4.30pm to 5.15pm: Trust Disputes: A Case Study Approach
- Tax dispute practice and procedure: Federal Court vs AAT considerations
- The 7 steps involving a taxation dispute between a taxpayer and the ATO
- Examines the events in a tax dispute in a case study involving a trustee
- How best to assess the client’s tax risk and resolve the dispute
COVID-19: Australian Economic Stimulus Measures
- Analysis of Australian fiscal measures in response to COVID-19
Presented by Brett Young, Barrister, State Chambers
Venue
Cliftons Sydney
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia
Directions
Nearby Public Transport:
Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km
Parking Information
Parking not included in your registration. Here are some options below.
Secure Park 20 Bond Street - click here for rates
Wilson Park 1 O'Connell Street - click here for rates
Wilson Park 31 Bond Street - click here for rates