Estate Planning

Estate Planning Conference

Issues covered include: estate planning and succession, taxation, superannuation, Division 7A issues, testamentary trusts, blended families, foreign clients and assets, small businesses, aged care issues, executor risks

4th Annual Estate Planning Conference Brisbane

4th Annual Estate Planning Conference Adelaide

4th Annual Estate Planning Conference Melbourne

Trusts and Estate Planning Conference 2019 Canberra

Tax and Wealth Advisory: Migration, Foreign Investors & Opportunities

Issues covered include: immigration for business and investors, foreign investment, non-residents doing business, non-residents doing family business, owning a property, anti-money laundering, tax considerations and non-residents, estate planning, administration and sucession for migrations and foreign investors

SMSF Symposium: Opportunities and Threats

Issues covered include: Financial Adviser Standards and Ethics Authority (FASEA) Update, TBAR, Royal Commission, Pension options, SMSF Deed, Superannuation contributions, non-concessional contributions, Transfer Balance Account, Super Death Benefits, Binding death benefit nominations, blended families, incapacity.

Tax Strategies: Advising Individuals

Issues covered include: wealth accumulation, property tax, insurance payment, cryptocurrency, client's marriage, separations, family and accounting, succession and estate plannning

5th Annual Small Business Tax Essentials and SMSFs: Risks and Opportunities

SMSFs: Risks and Opportunities

Regulators are increasingly targeting SMSF advisors after finding that 90% of them have breached the law. If you want to stay out of the crosshairs and avoid a regulatory disaster for your practice and your clients it’s critical to keep updated with the latest legislation and understand precisely what regulators require. Take this opportunity to pick up practical tips on TBAR and work out tailored solutions on pensions, contributions, super death benefits and other planning strategies for your SMSF clients.

SMSF Day 2019

Issues covered include: regulatory updates, owning property in an SMSF, non property investments, NALI, income rules, unrelated parties, retirement vehicles, pre and post relationships, strategic estate planning

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

5th Annual SMSF Conference 2018

Don’t miss this opportunity to raise the (T)bar on the SMSF strategies you can implement in your practice while we rollover the latest SMSF information directly to you and transfer the balance of updates you need to have on your radar. Experts working at the coalface of SMSF practice will deliver a unique, in-depth, and practical contribution workshop along with step by step guidance

Conversations About Capacity: How to Start Them and Why They are Important

Issues covered include: acting on instruction, competent clients, client competency, capacity, capacity issues

Exercising Power of Attorney: What Accountants and Financial Planners Need to Know

Issues covered include: exercising power of attorney, risk, dementia, principles, key issues

Deceased Estates Administration Update

Administration of deceased estates is becoming increasing complex – burial disputes, dealing with digital assets and managing informal wills can be just some of the challenges. Hear the latest information, what the law is saying, what needs to be considered and what advice you should be giving to your clients.

Tax Implications for Estate Structures

Issues covered include: testamentary trust, deceased estates, transferring control, loan accounts, unpaid present entitlements

Family Law and Estate Planning

Issues covered include: family law, estate planning, loss of capacity, Binding Financial Agreements, companies and trusts, powers of attorney

Financial Agreements and Relationships

Issues covered include: financial agreements, relationships

SA Land Tax Update

Issues covered include: SA Land tax, joint ownership, company aggregation, trust surcharge

Inheritance and Estate Planning

Issues covered include: inheritance, simple will, testamentary trust will, estate planning, beneficary

Child Support Checklist: What you Can’t Overlook

Issues covered include: child support, financial agrements, checklist

Practical Trust Distribution Strategies

Issues covered include: trust distribution, tax, section 100A reimbursement agreements

Estate Planning Issues in Aged Care and Retirement

Issues covered include: seniors, aged care, estate planning, retirement, blended families

Super and Estate Planning

Issues covered include: tax implications, death benefit strategies, binding and non-binding nominations, death benefit payments

Estate Planning Conference 2020

Issues covered include: Death and taxes, strategic structuring, estates and family law, inheriting from foreign estates, dealing with ageing clients, the death of an SMSF member

5th Annual Estate Planning Conference 2020

By investigating the latest estate planning issues, this full day program is particularly designed for you to grasp the essential skills you need to assist your clients with all complex scenarios. Master the key CGT implications of a deceased estate, understand the complex relationship between family law and estate planning, obtain the expert guide to cross border estate planning and learn how to deal with the death of an SMSF member.

CANCELLED: Trusts Essentials and Estate Planning Conference 2020

Clients are now seeking more complex advice on trusts and estate planning – from unexpected family circumstances, to changing business needs to new tax legislation. Keep updated at this year’s Trusts Essentials and Estate Planning Conference, to provide your clients with advanced and customised tax solutions for their trusts and estate planning structures, to better protect their assets in life and after death.

5th Annual Trusts Essentials and Estate Planning Conference

Trusts and Estate Planning is becoming more complex with legislative amendments including changes to Div. 7A rules, 100A reimbursement agreements and small business CGT concessions. In addition, clients’ unexpected family circumstances and business needs are increasing in a complex social and business world. You will walk away from this updated with all proposed changes and the ability to provide your clients with practical tips and traps.

5th Annual Trusts Essentials and Estate Planning Conference

Issues covered include: Queensland State Taxes, Discretionary Trusts, restructuring family trusts, Section 100A Reimbursement Agreements, changes to Division 7A, unforeseen tax nightmares, asset protection.

CANCELLED: CPD Day for Trusted Advisors

Issues covered include: 2020 Tax update, COVID Measures and Their Impact on 2020 & 2021 Tax Positions, new rules limiting deductions for vacant land, offshore tax deduction, Transferor Trust regime, operation of s99B, business valuations and COVID19, keeping clients data safe

Tax, Super, Trusts: The Latest

Issues covered include: COVID-19, Division 7A, Asset protection, estate planning, superannuation

CANCELLED: CPD Day for Trusted Advisors

Busy accountants need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

CANCELLED: CPD Day for Trusted Advisors

As a busy accountant, you need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

Succession Planning Masterclass

Issues covered include: SMSF considerations, real estate, deceased estates

Hottest Issues You Need to Know about Estate Planning

Issues covered include: execution of client's will, preparation, testamentary trust, family business

Estate Planning in a COVID-19 Environment

COVID-19 has brought the execution of wills and estate planning documents to the top of priority list for many of your clients, so you need to know the latest developments. You know the financial affairs of your clients better than anyone, and are in a unique position to ensure they have made all the necessary arrangements with respect to their estate planning. Ensure your clients are protected if documents need to be made or upgraded during this time.

FASEA Mandatory Categories: CPD Triple Shot

Issues covered include: new technology, regulations, professionalism and ethics, managing an Australian Financial Services Licensee