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Preserving and Passing on the Family Wealth: Minding the Family's Wealth

Published on 15 Nov 2005 | Took place at Leonda by the Yarra, Hawthorn , VIC

This session focussed on:
- the role of superannuation as a management tool
- family law and insolvency
- buy/sell agreements.

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Individual sessions

Buy-sell agreements

Author(s):  Paul HOCKRIDGE

This paper covers:

  • how to hold insurance to fund transfers of equity on death, TPD or trauma
  • avoiding contracting traps
  • the use of superannuation funds to hold insurance policies
  • avoiding CGT problems
  • recent developments
  • the use of insurance trusts.
Materials from this session:

Insolvency issues

Author(s):  Trevor MACLEAN This paper is a general survey of the law relating to the recovery of property disposed of by a person for the purpose of, or which has the effect of, depriving his or her creditors of recourse to that property to satisfy a debt owed by that person to the creditor.

Materials from this session:

Third parties and insolvency in family law

Author(s):  Rose LOCKIE

This paper covers:

  • the law that applied in respect of third parties before the legislative changes and the Family Court’s approach to trusts
  • Binding Financial Agreements under the FLA and their use as a planning and asset protection tool
  • the Family Court’s new powers in relation to third parties introduced by changes that were effective from 17 December, 2004
  • the effect in Family Law proceedings of the changes made to the BA and the FLA which came into effect in part on 15 April, 2005 and then as to the balance, on 18 September, 2005.
Materials from this session: