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Estate Planning Day

Published on 12 Nov 2015 | Took place at City West Receptions, West Perth, WA

This event helped practitioners gain an in-depth understanding of estate planning issues while staying on top of recent developments. Participants learnt about current strategies as they explored the opportunities and pitfalls you should be aware of when advising your clients.

Get a 20% discount when you buy all the items from this event.

Individual sessions

The current landscape

Author(s):  Jim O'DONNELL

This paper covers:

  • Mead v Lemon
  • Hancock v Rinehart
  • Ioppolo v Conti
  • Munro v Munro
  • challenging exercise of trustee discretion.
Materials from this session:

“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

This paper covers:

  • financial agreements: A background
  • amendments to BFA’s from 2000 - 2010
  • setting aside a financial agreement
  • the proposed amendments
  • maintenance obligations
  • continuation of spousal maintenance for remarriage; commencement of new de facto relationships and death
  • third parties.
Materials from this session:

Estate planning and superannuation

Author(s):  Jemma SANDERSON

This paper covers:

  • estate planning and superannuation
  • pension on death
  • death benefits strategies.
Materials from this session:

Insurance funding & succession planning

Author(s):  Geoff IVANAC

This paper covers:

  • the business lifecycle
  • what is a buy/sell agreement
  • objectivies of a buy/sell agreement
  • who needs/can have a buy/sell agreement
  • how to determine fair value
  • funding a buy/sell agreement.
Materials from this session:

Passing control of relevant entities on death or legal disability - A holistic approach

Author(s):  Jocelyne BOUJOS

This paper covers:

  • SMSF trust deed
  • SMSF trustee structure: sole purpose corporate trustee?
  • binding/non-binding death benefit nominations
  • pensions
  • will, including testamentary trusts and power to appoint trustee and/or appointor of discretionary trust
  • discretionary trust deed and current and anticipated operation
  • estate planning considerations: mental incapacity.
Materials from this session: