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Estate and Succession Planning Series

09 November 2020 - 16 November 2020 4 CPD hours Online



Member Non member
Full Series Member $260.00 $340.00 Register
Individual Session Member $75.00 $95.00 Register


Estate and Succession Planning Series - Part 1 09/11/20 1:00 PM - 12:00 AM 1.00 CPD hour

  • Part 1: Wealth & Asset Protection

    In this volatile economic environment and with a plethora of legislative taxation amendments having been passed recently or submitted for consideration, it is crucial to ensure your clients’ structures and dealings are not exposed to additional risk. The ‘ideal’ structure from an asset protection and succession planning perspective, may no longer achieve what it was set up to do.

    In this session, John will consider:

    The key considerations when structuring

    What other tools are available to protect assets

    Considerations for blended families, insolvency, divorce and death

    Restructuring and Part IVA.

  • Speakers
    John Ioannou 's profile photo

    John Ioannou CTA
    Macpherson Kelley

Estate and Succession Planning Series - Part 2 09/11/20 2:00 PM - 3:00 PM 1.00 CPD hour

  • Part 2: Testamentary Trusts

    This session provides Tips and Traps for using testamentary trusts following the Government’s introduction of 2AA into Div 6AA of the 1936 Act that limits excepted trust income for minors to income derived from “assets that are transferred to the trust estate from the deceased estate or proceeds from the disposal or investment of those assets”. Main residence and superannuation are the largest assets of an individual’s estate.

    This session provides practical case studies on:
    – Reasons for using Testamentary Trusts – asset protection and taxation benefits
    – Testamentary Trust integrity and anti-avoidance measures including the ATO’s position on borrowing by the Testamentary Trust
    – Changes to Division 6AA of the ITAA 1936 and its impact on the administration of testamentary trusts
    – Dealing with main residences in Testamentary Trusts including the right to occupy and the acquisition of a new residence
    – How to ensure superannuation death benefits obtain concessional tax treatment
    – Alternatives to testamentary trusts – leaving assets to a discretionary trust or an individual.

  • Speakers
    Daniel Smedley 's profile photo

    Daniel Smedley CTA
    Sladen Legal

Estate and Succession Planning Series - Part 3 16/11/20 1:00 PM - 2:00 PM 1.00 CPD hour

  • Part 3: Hard wiring Business Succession Structures

    Whilst wills remain key to an estate and succession plan, the complexity of a person’s current affairs as a consequence of controlling wealth rather than owning it means a will is not enough. The concept of ‘hardwiring’ looks to ensure control and benefit of entities aligns with a client’s testamentary objectives. This session will look at:

    Passing Trusts to the second generation – what can you do?

    Tailoring of the trust deed

    Bespoke constitutions for corporates (trustee and own right)

  • Speakers
    Chris Tsovolos 's profile photo

    Chris Tsovolos FTI
    Bartier Perry Pty Ltd

Estate and Succession Planning Series - Part 4 16/11/20 2:00 PM - 3:00 PM 1.00 CPD hour

  • Part 4: Succession planning and tax issues for international families and business

    In our globalised world, many Australians spend time working, own assets or have business and investment structures overseas. This session looks at some of the key issues arising in international tax and estate planning for individuals and family groups, including:

    Residency for individuals, trusts and companies - Australian residents owning offshore assets

    Tax ‘landmines’ in international succession planning

    Cross-border estate and structure planning options

    Understanding CGT event K3 and non-resident estate beneficiaries.

  • Speakers
    Emma Woolley 's profile photo

    Emma Woolley CTA
    Hall & Wilcox Lawyers

For event enquiry

Charlotte Bernasconi's profile photo

Charlotte Bernasconi

Proficiency level