Trusts

Trusts Essentials

Issues covered include: trusts, CGT concession, ATO rulings, discretionary trusts, vesting, winding up a trust

4th Annual Trusts Essentials Brisbane

4th Annual Trusts Essentials Conference Adelaide

4th Annual Trusts Essentials Conference Melbourne

4th Annual Trusts Essentials Perth

Trust Vesting

Issues covered include: absolute entitlement, tax consequences, vesting, Taxation Ruling TR2018/6, vesting date

Discretionary Trusts and the Family Court

Issues covered include: discretionary trusts, Family Court, Family Law Act, adult childs, parents, trust assets, outlaws

Structuring for Asset Protection

Issues covered include: discretionary trusts, testamentary trusts, inter vivos trusts, succession planning, clawback mechanisms for trustees, taxation liabilities, CGT assets

Family Trusts

Issues covered include: family trust, ending family trust, family trust election, family trust distribution tax, family tax

Trusts: Hot Spots for 2020

Issues covered include: tax office targets, tax trusts, trust law, taxation of trusts"

Testamentary Trusts and Deceased Estates

Issues covered include: TTs, testamentary trusts, estate planning, wills

Assisting Non-Residents to Set up Trusts

Issues covered include: non-resident beneficaries, SME, ATO, surcharge duty, land tax, foreign resident beneficiaries

Trusts and Wealth Management

Issues covered include: trustees, governance, digital assets, probate, wealth management

Testamentary v Super v Family v Super Pensions: Succession Structures

Issues covered include: testamenary trusts, super, family, super pensions

Trusts Summit

Issues covered include: Trusts, distributions, residency, unforeseen tax nightmares, families and death, foreign discretionary trusts, resident trusts with foreign assets, business structures and trusts, tax threats, Division 7A, small business CGT concessions

Trusts Summit

Clients are now seeking more complex advice on trusts, from overseas beneficiaries to streaming capital gains to tax nightmares, and you need to design a much smarter strategy to meet their needs. You should be constantly reviewing your client’s existing trust structure to determine whether it still fulfils their demands, or whether changing circumstances or tax legislation has created a better structuring option. Walk away with a comprehensive guide to solve all these problems after this full day Summit

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