Estate Planning

Estate Planning

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

1 Hour

$155.00 incl. GST

1PD hours

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

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Deceased Estates Administration Update

1 Hour

$155.00 incl. GST

1PD hours

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.

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Tax Implications for Estate Structures

1 Hour

$155.00 incl. GST

1PD hours

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

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Family Law and Estate Planning

1 Hour

$155.00 incl. GST

1PD hours

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

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Financial Agreements and Relationships

1 Hour

$155.00 incl. GST

1PD hours

Issues covered include: financial agreements, relationships

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SA Land Tax Update

1 Hour

$155.00 incl. GST

1PD hours

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

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Inheritance and Estate Planning

1 Hour

$155.00 incl. GST

1PD hours

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

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Child Support Checklist: What you Can’t Overlook

1 Hour

$155.00 incl. GST

1PD hours

Issues covered include: child support, financial agrements, checklist

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Practical Trust Distribution Strategies

1 Hour

$155.00 incl. GST

1PD hours

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

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Estate Planning Issues in Aged Care and Retirement

1 Hour

$155.00 incl. GST

1PD hours

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

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Super and Estate Planning

1 Hour

$155.00 incl. GST

1PD points

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

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Estate Planning Conference 2020

Full day

$695.00 incl. GST

6.5PD hours

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

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5th Annual Estate Planning Conference 2020

Full day

$695.00 incl. GST

6.5PD hours

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.

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CANCELLED: Trusts Essentials and Estate Planning Conference 2020

Full day

$695.00 incl. GST

6.5PD hours

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.

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5th Annual Trusts Essentials and Estate Planning Conference

Full day

$695.00 incl. GST

6.5PD hours

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.

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5th Annual Trusts Essentials and Estate Planning Conference

Full day

$695.00 incl. GST

6.5PD hours

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

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CANCELLED: CPD Day for Trusted Advisors

Full day

$695.00 incl. GST

6PD hours

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

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Tax, Super, Trusts: The Latest

Half day

$280.00 incl. GST

3PD hours

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

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CANCELLED: CPD Day for Trusted Advisors

Full day

$695.00 incl. GST

6PD hours

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.

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CANCELLED: CPD Day for Trusted Advisors

Full day

$695.00 incl. GST

6PD hours

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.

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Succession Planning Masterclass

Half day

$360.00 incl. GST

3PD hours

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

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Hottest Issues You Need to Know about Estate Planning

1 hour

$155.00 incl. GST

1PD hours

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

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Estate Planning in a COVID-19 Environment

1 hour

$155.00 incl. GST

1PD hours

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.

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FASEA Mandatory Categories: CPD Triple Shot

Half day

$280.00 incl. GST

3PD hours

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

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COVID-19 & Your Clients: Questions Answered

Half day

$280.00 incl. GST

3PD hours

Issues covered include: COVID-19, 2020 SMSF audits, tax update, business valuation, client's will

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Division of Assets in Family Disputes

2 hours

$195.00 incl. GST

2PD hours

Understand the impact of separation, divorce or death on your client’s financials. Know the latest Court decisions and their implications. Avoid disputes arising over a family trust. Join leading family lawyers and barristers to understand how you can better assist your clients’ financial decisions in family disputes.

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Passing Control of Discretionary Trusts

1 hour

$99.00 incl. GST

1PD hours

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.

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6th Annual Estate Planning Conference

Full day

$585.00 incl. GST

6PD hours

212AN02: If the uncertainty of the last 12 months has taught us anything, it's that nothing in life is certain but death and taxes! Unlock the latest estate planning strategies regarding critical tax issues tied to death, dealing with a rapidly involving superannuation landscape, and deftly managing complex trusts issues.

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Estate Planning Mini Series

4 hours

$375.00 incl. GST

4PD hours

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.

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Succession Planning Masterclass

3 hours

$280.00 incl. GST

3PD hours

Taking your clients through their generational change could be extremely costly and difficult without a unique and effective succession plan that meets every individual’s goal. An unplanned transition will discontinue your client’s business, adversely affect their wealth and most importantly, upset them. This half day Succession Planning Masterclass will guide you to identify the most critical tax and legal issues and provide them with a well thought-out succession plan now to lead the smooth transition in

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Taxation on Deceased Estates

3 hours

$280.00 incl. GST

3PD hours

Spend a half-day and get a handle on CGT, income tax and superannuation issues for deceased estates, doing trust tax returns for deceased estates plus more. Walk away with a practical checklist to immediately apply.

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Estate Planning Conference 2021

6 hours

$525.00 incl. GST

6PD hours

WEB212AW01: If the uncertainty of the last 12 months has taught us anything, it's that nothing in life is certain but death and taxes. Unlock all the key tax considerations in estate planning whether it involves the family home or the family business. Tackle tax on transfer of property at death. Plus, deal with problems of trusts, foreign beneficiaries and SMSFs. All accountants and advisors will benefit from enhancing their estate planning knowledge, skills and strategies at this annual event.

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