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