1 Hour Essentials

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

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

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.

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

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

Issues covered include: financial agreements, relationships

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

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

Issues covered include: child support, financial agrements, checklist

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

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

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

The very qualities that make discretionary trusts so appealing when established also create many headaches when it is time to pass control to the next generation. Familiarise yourself with the tax consequences, and how best to satisfy the expectations of both ingoing and outgoing generations.

Keep up-to-date on the latest issues facing your ageing clients. Planning for retirement? Concerned about your clients' capacity? Dealing with assets located overseas or online? It's all here in 4 convenient 1 hour webinars in June.

Issues covered include: TBAR, rollovers, transfer balance cap, reporting, compensation

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

Issues covered include: proposed changes, loan rules, transitional rules, UPE's, Pre-1997 loans

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

Issues covered include: audit risks, audit issues, SMSF auditor liability

Issues covered include: tax disputes, audits, assessments, objections, payment arrangements, garnishee notices, director penalty notices

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

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

Issues covered include: trustee death payment decisions, SMSFs, superannuation death benefits

Issues covered include: The Gerry Harvey Tax, overseas GST, electronic distribution platform, e-commerce, GST developments

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

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.

Issues include: residency tests, Australian tax resident, Harding case

Issues covered include: SMSFs, property investment, property structures, ATO

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

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

Issues covered include: small business tax, Tax Gap, ATO, taxpayers

Issues covered include: LRBA landscape, SMSFs, regulator activity, compliance programs

Issues covered include: anti-hybrid mismatch, guideance products, ATO, foreign hybrid mismatch rules

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

Issues covered include: best interest duty, ASIC, SMSF, SMSF Advice

Issues covered include: State Taxes, economic entitlement, trust to beneficiary distributions, duty exemption, land tax, Principal Place of Residence exemptions, foreign purchaser duty and absentee owner surcharge

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

Issues covered include: SMSF Pension Strategies, Retirement Income Streams, TBAR and TSB, Account Based Pensions, ECPI

Issues covered include: CGT concessions, small business

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