Estate Planning Intensive
18 - 19 March 2027 | Online
Super early bird registration now available - 2027 program coming soon!
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.
Event Details
Super early bird registration
$ 545 - Member
$ 965 - Event & new membership bundle
$ 845 - Non member
- When22-March-2027 - 23-March-2027
- FormatOnline
- CPD Hours8
2027 technical program coming soon
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