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Tax & Family Law Intensive

Published on 25 Feb 2020 | Took place at Leo Cussen Centre for Law, Melbourne, VIC

This event provided delegates with a practical understanding of the tax consequences of separation. Exploring the legal steps of property settlement, including discussion of the available tax concessions, how tax is dealt with by the Family Court and how to navigate the difficult interaction between tax and family law. This program left no stone unturned, with practical insights from experienced tax advisors and family law practitioners to ensure you are meeting your obligations and are armed with the knowledge to best assist your clients.

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

Individual sessions

Structuring for separation (creative destruction for the future)

Author(s):  Peter Poulos

This paper covers:

  • the problem with tax and divorce
  • separation structuring toolkit
  • Sub-division 126-a rollover.
Materials from this session:

Family law 101

Author(s):  Sanaz Roshan,  Helen Suke

This paper covers:

  • de facto/same sex couples and married couples – does the law differ?
  • loans/inheritances from family members or third parties – do they form part of the asset pool?
  • financial disclosure
  • what to consider when served with a subpoenas.

 

Materials from this session:

Estate planning and family law - Protecting the family jewels?

Author(s):  William Moore

This paper covers:

  • deparation, divorce and their impact on the estate plan
  • de facto partners vs domestic partners and where it matters
  • can you protect the family jewels the children will inherit?
  • the bank of mum and dad.
Materials from this session:

Further issues with tax and family law

Author(s):  John STOREY

This paper covers:

  • treatment of losses
  • treatment of unrealised capital gains.

 

Materials from this session:

Financial agreements

Author(s):  Sanaz Roshan,  Helen Suke

This paper covers:

  • what are financial agreements?
  • forms of financial agreements?
  • is the financial agreement binding?
  • intergeneration transfers of property (family agreements) and intersection with family law – protecting the family nest and can it be done?
  • can a financial agreement be set aside?
Materials from this session:

SMSFs & family law & relationship breakdowns

Author(s):  Daniel BUTLER

This paper covers:

  • how best to minimise risk when admitting a spouse to an SMSF
  • what is the best way to split super?
  • how do the preservation, tax free percentage, transfer balance cap and other rules work?
  • what are the key strategies, key traps and tips?
  • what if there are contraventions –– the best way to deal with the ATO.
Materials from this session: