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2019 Estate and Succession Planning Intensive

Published on 21 Feb 2019 | Took place at Crown Perth, Perth, WA

This event provided delegates with an in-depth understanding of relevant issues which legal and accounting practitioners may face when advising on estate planning issues or acting as an executor. Including a practical workshop, with real world estate and succession planning issues and opportunities.

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Individual sessions

Administering deceased estates – A practical perspective

Author(s):  Loreena Gillon

This paper covers:

  • planning for incapacity or death
  • control of the assets
  • practical issues for the professional executor
  • joint tenants vs. tenants in common
  • deceased estates and the distribution of assets
  • income tax
  • accounts
  • present entitlement
  • absolute entitlement and specific entitlement
  • concessional tax rates
  • equalisation/adjustment clauses
  • capital gains tax
  • CGT and the non-resident beneficiary
  • main residence exemption
  • losses – capital and revenue.
Materials from this session:

Succession planning for family business

Author(s):  Chris Balalovski,  Alicia Gordon

This paper covers:

  • establishment of a family business model
  • operation of a family business model
  • succession and winding-up of a family business model.

 

 

Materials from this session:

Division 7A and deceased estates

Author(s):  Daniel Taborsky

This paper covers:

  • Division 7A overview
  • proposed changes to Division 7A
  • ATO guidance on Division 7A and deceased estates
  • issues with payments
  • issues with loans.
Materials from this session:

My client is dead – Super!

Author(s):  Yikai Hoe

This paper covers:

  • taxation – the “silent” driver 
  • what happens to superannuation benefits when a member dies?
  • superannuation planning challenges
  • associated tax cost
  • duties consequences
  • superannuation compliance rules
  • intended beneficiary – the estate planning strategies.
Materials from this session:

Contested estate matters

Author(s):  Tim Lethbridge

This paper covers:

  • what is a will and what happens if there isn’t one?
  • challenging otherwise valid wills
  • Family Provision Act claim.
Materials from this session:

Philanthropy and estate planning

Author(s):  Chris Balalovski,  Alicia Gordon

This paper covers:

  • making gifts
  • private ancillary funds
  • special disability trusts
  • superannuation.

 

 

Materials from this session:

Scenario - Ethical considerations for advisers in estate planning

Author(s):  David W MARKS

This paper covers a scenario on ethical considerations for advisers in estate planning.

 

Materials from this session: