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ondemand_video Testamentary trusts video

22 Dec 2020 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: Estate and Succession Planning Series - Part 2: Testamentary Trusts

This video covers:

  • reasons for using testamentary trusts – asset protection and taxation benefits
  • testamentary trust integrity and anti-avoidance
  • 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.

ondemand_video More than one way to attack a virus video

01 Dec 2020 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

This video covers:

  • COVID-19 conditions
  • other specific “stressed” early access conditions
  • other options.

ondemand_video Family law: Tax issues in family trusts video

20 Nov 2020 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Family law: Tax issues in Family Trusts

This video covers:

  • overview of trusts in the family law context
  • interplay between the taxation legislation and the Family Law Act and family law disputes
  • dealing with the Commissioner of Taxation in family law disputes
  • issues arising from the Duties Act 2000 (Vic).

ondemand_video Succession planning and tax issues for international families and business video

16 Nov 2020 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: Estate and Succession Planning Series - Part 4: Succession planning and tax issues for international families and business

This video covers:

  • international credentials
  • immovable/movable estate
  • multicultural/multiple laws
  • conflict of laws
  • inheritance tax.

ondemand_video ATO update and hot spots video

12 Nov 2020 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 28th Noosa Tax Intensive Reinvented for 2020

This video covers:

  • the Top 500 private groups tax performance program, and other supporting compliance programs being undertaken in the private groups market
  • the impact of recent litigation relating to the revenue/capital distinction and capital gains made by trusts
  • the current state of issues relating to Div 7A, s 100A and professional firms from a tax administration perspective.

ondemand_video Asset protection: Hard to make, easy to lose video

12 Nov 2020 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 28th Noosa Tax Intensive Reinvented for 2020

This video covers:

  • what and who do we need protection from?
  • identifying who is a risk
  • identifying what is at risk if things go wrong
  • structuring to provide clients with the ultimate protection.

ondemand_video Keeping it in the family – Related party financing video

12 Nov 2020 |

Presented at: 28th Noosa Tax Intensive Reinvented for 2020

This video covers:

  • managing loans to “at-risk” family members
  • impact of family trust elections
  • implications of assignment or forgiveness of related party loans.

ondemand_video The pitfalls of particular financing arrangements video

12 Nov 2020 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Presented at: 28th Noosa Tax Intensive Reinvented for 2020

This video covers:

  • debt/equity rules
  • converting debt to equity
  • funding from offshore
  • foreign trusts – what are the funding risks?