30 - 31 March 2026 | Online | 8 CPD hours
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 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.
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 Details
Super early bird registration
$ 495 - Member
$ 890 - Event & new membership bundle
$ 795 - Non member
Session 1: The taxation of deceased estates – Practical realities
Speaker: To be announced
Session 2: CGT on death – Real-world scenarios and strategic planning
Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers
Session 3: Superannuation and death benefits
Speaker: To be announced
Session 4: Trusts in estate planning – Control, vesting and generational succession
Speakers: Daniel Smedley, CTA, Sladen Legal, Kaitilin Lowden, ATI, Sladen Legal
Session 5: Family business and small business CGT concessions at death
Speaker: To be announced
Session 6: Cross-border estate planning – Residency and global tax issues
Speaker: Lisa To, CTA, Bartier Perry
Emerging issues – Digital assets, crypto and modern wealth
Speaker: Tracey Dunn, EY
Session 8: Ethics in practice
Speaker: To be announced
Contact our partnerships team to find out more about becoming a sponsor.
