Missed the event? OnDemand now available!
We understand it's a busy time for tax professionals and there are simply not enough hours in the day. Rest assured, we've made it easy for you to still gain access to the latest knowledge in tax.
OnDemand - All the latest content at your fingertips
OnDemand gives you virtual access to session recordings, technical papers and presentations from the most recent event. Download the brochure to view the full program.
OnDemand gives you flexibility to digest the content in your own time with access for 6 months from date of purchase.
Available for a strictly limited period!
Where technical precision meets real-world estate planning risks.
Estate planning continues to be an area of significant complexity and risk for tax professionals, with evolving legislation, heightened ATO scrutiny, and increasingly sophisticated client structures. Additionally, as estate planning is rarely straightfoward, particularly where family groups, trusts, private business interests, and vulnerable clients are involved, staying on top of current changes is essential.
The Estate Planning Intensive provides comprehensive updates on estate planning from a tax adviser’s perspective, focusing on the issues that most commonly create risk, and the strategies that support better outcomes for families and beneficiaries.
This online event is held over two days, offering participants a deep dive into the taxation of deceased estates, CGT implications at death, superannuation death benefits, trusts and testamentary structures, family business succession, and emerging issues such as cross-border considerations and digital assets. Ethical responsibilities, including identifying and managing elder abuse and financial exploitation, will also be addressed in this year's dynamic program.
Who should attend?
- Tax advisers and accountants advising private clients
- Lawyers and estate planning practitioners
- SMSF specialists and financial advisers
- Practitioners working with family groups, trusts, SMEs, and private businesses.
Flexible format and attendance options
This event is held online on our our virtual attendee hub with flexible watch options. Join us live to to interact with presenters in real time, or to watch at your own pace when it suits you.
Event Materials
The materials for this event will include a detailed PowerPoint presentation and the recorded live session. Additional supporting resources may be provided by the presenters at their discretion.
