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2020 WA Estate and Succession Planning Intensive

event  25 February 2020 - 26 February 2020  |  Perth

25-26 February | The Melbourne Hotel

The 2020 Estate & Succession Planning Intensive returns for its second year, tackling the important tax issues facing practitioners in this sector.

Given Australia’s ageing population and with the largest intergenerational transfer of wealth
still to come, there’s never been a more important time for your clients to obtain advice in
relation to their estate and succession planning.

This one-and-a-half-day program will provide delegates with an in-depth understanding of
the key issues facing legal and accounting practitioners when advising on estate and
succession planning. The program will also aid those practitioners who accept roles as
executors of their client’s estates.


Succession Planning Challenges for Family Owned Businesses

Business Succession Planning – Family Court Disruption

Passing Control of Family Business – Commercial & Tax Considerations

Tax Issues for International Families

Special Purpose Trusts for Estate Planning

Business Buy Sell Agreements

Succession Planning for Family Businesses

Family Business and Remuneration

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  • 9.75 CPD hours
  • The best minds in tax
    One and a half day program
    Convenient CBD location

Location & Venue

From the corner of Hay and Milligan Streets in the heart of Perth City, The Melbourne Hotel has been a part of the local character and culture since 1897.

Set amongst Perth’s cultural, entertainment and shopping precincts, The Melbourne Hotel is walking distance to many of the city’s best venues.

Find out more

Getting there


The Melbourne Hotel is easily accesible by public transport, only 550 from Perth underground train station, 1km from Elizabeth Quay train station and 10m from the free Perth RedCat bus stand.

There is also parking available on Murray Street at Wilson Parking, 427 Murray St. The Melbourne Hotel are pleased to offer delegates a discounted rate of $18 per day.

Tickets & Pricing

Full registration

Registration deadline/description Member price New-member price Non-member price
Early Bird - Received on or before 7 February 2019 $1,025 incl GST $1,365 incl GST $1,195 incl GST
Standard - Received after 7 February 2019 $1,125 incl GST $1,465 incl GST $1,295 incl GST
Tuesday Only (Full Day) $695 incl GST $1,035 incl GST $845 incl GST
Wednesday Only (Half Day) $450 incl GST $790 incl GST $550 incl GST

The Tax Institute CPD Event App

The Tax Institute understands the impact that an event of this nature has on the environment, especially when printing delegate materials. We are excited to announce that The Tax Institute has an event app. This app is easy to use and contains program information, materials (technical papers and slides), evaluation forms and more. We encourage all delegates to download the app on their phone or tablet prior to this event. Once the materials are available, an email will be sent to delegates with access details (in the days leading into the event).

Download the app for iPad or Android.

The Tax Institute CPD Event App download link - Apple iPad The Tax Institute CPD Event App download link - Android

Interested in raising your company's profile?

Find out more about becoming a sponsor by contacting Brian Martin on 08 6165 6601 or email us for further details.


For further information about the event please contact us on +61 8 6165 6600 or email us.