Live Webinar: Use of Different Types of Trusts and Estate Planning – Strategies and Compliance

 

Date:  Thursday 2 August 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 5pm
SA & NT 2.30 to 4.30pm 
WA 1pm to 3pm

 ABOUT THE WEBINAR
Allan Swan delivers his quarterly estate planning briefing – a must for all estate planning practitioners.  In this session, Allan looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client.  We will look at what trusts are available to your clients and why you would use them. It covers:

  • Generation skipping trusts – when can they work?
    • providing for grandchildren and protecting assets from relationship breakdown in the second generation
    • education only trusts - setting criteria & determining funding
  • Adding to existing trusts – pros, cons and the concerns of the ATO
  • Capital protected trusts and accommodation funds – using for the benefit of the second spouse and protecting assets for children from the first relationship
  • Protective special disability and other protective trusts - balancing financial needs with means tested pension eligibility
  • Proposed changes to take effect from 1 July 2019 and existing PS 2003/12
 PRESENTER
Our presenter

Allan Swan, Director, Estate Planning Equation, Melbourne

As the director of the Melbourne law firm Estate Planning Equation – Preventative Law, Allan Swan acts for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control.  Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability.

Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law and for other professional bodies and is also the author of the CCH online practitioner service, Australian Estate Planning.

Allan has 3 specialist accreditations, namely as: a Chartered Tax Adviser (TIA); Trusts and Estate Practitioner (STEP); and an Accredited SMSF Specialist TM (SMSF Association).

Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This is an update webinar on recent developments in this area.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBBAUG18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.