Videos on Demand

ondemand_video Testamentary trusts video

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

This video covers:

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

ondemand_video Family law: Tax issues in family trusts video

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

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

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

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

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

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?