Estate Planning

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

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

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.

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.

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.

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

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

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

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.

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.