Second Annual Cross Border Tax and Estate Planning for Private Clients and SMEs Symposium
Thursday 7 & Friday 8 March 2019

Sheraton Melbourne Hotel

-20 DAYS
.   .

In our global marketplace, an increasing number of clients are investing in overseas assets, or looking to expand their family businesses offshore. Equally, clients are increasingly likely to have beneficiaries resident or domiciled outside of Australia. The tax challenges can be complex and the challenges for advisers are significant.  This in-depth symposium provides ten one-hour presentations designed to examine the tax and estate planning issues involved in advising clients in this ever-expanding space, including residency issues, death taxes and cross-border estate planning.

Thursday 7 March 2019

International Tax Issues for Australian Residents and SMEs

  • The Best Hits Playlist: International Tax Issues for Australian Residents Going Global
  • Leaving the Nest: SMEs and International Tax
  • Transfer Pricing for Small and Medium Enterprises

Cross Border Tax Issues for Inbound Investors

  • Measuring the Impact of the Common Reporting Standards and Foreign Account Tax Compliance Act
  • Advising Foreign Purchasers and Owners of Australian Property: The Reform Juggernaut Rolls On

Friday 8 March 2019

Tax Issues in Cross Border Estate Planning

  • Cross Border Estate Planning for Modern Families
  • Looking A Gift Horse in the Mouth: Australian Tax Consequences of An Overseas Inheritance
  • Protecting Executors from Cross Border Tax Liabilities of the Estate

Inheritance and Death Taxes

  • The Two Certainties of Life: A Survey of Death Taxes
  • Tax Issues for US Citizen Beneficiaries Residing in Australia

Ross Higgins, Partner, Mills Oakley, Melbourne

Michael Butler, Tax & Revenue Partner, Finlaysons, Adelaide

Raffi Tenenbaum, Tax Partner, KPMG, Melbourne

Aileen O’Carroll, Partner-Tax, Pitcher Partners, Melbourne

Vanessa Priest, Partner, Baskin Clarke, Sydney

Kirsty McDonnell, Partner, Baskin Clarke, Sydney

Ron Jorgensen, Partner, Thomson Geer Lawyers, Melbourne

Bernie O’Sullivan, Principal, Bernie O’Sullivan Lawyers, Melbourne

David Hughes, Partner, McCullough Robertson, Brisbane

Anna Wilson, Barrister, Victorian Bar, Melbourne

Matthew Burgess, Director, View Legal

James Whiley, Special Counsel, Hall & Wilcox, Sydney

David Laanemaa, Managing Director, Back9 Capital Management, Sydney

  • Good and relevant content. I appreciate the fact that we now have a full CLE about multijurisdictional issues.
  • Unique focus on SME and cross border issues.
  • A good spread of topics delivered by very professional and informed speakers.
  • Relevant topics and excellent presentations.
  • Very well organised - the right number of attendees.
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email:
Product Code: MFTMAR19
 Price:   $2,145.00 (Inclusive of GST)
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