Live Webinar: CGT and Other Tax Issues in Estate Planning and Business Succession


Date:  Thursday 7th February 2019 – Online: 
Vic, NSW, ACT, Tas:  3pm to 4:30pm 
SA: 2.30pm to 4pm  WA: 12noon to 1:30pm 
NT: 1.30pm to 3pm  Qld: 2pm to 3:30pm

There are changes in the way that families arrange for succession of the family business, with it becoming more common for the older generation to pass control but not ownership of the business assets as a form of asset protection. This session considers the CGT and other tax issues that arise as a consequence and how these can be managed, including:

  • Inability to use the Division 152 retirement exemption and 15 year exemption

  • Disqualification as a small business entity at the time that the CGT event is triggered

  • Contractual strategies to safeguard interests and for asset protection purposes:

    • leases with options

    • binding financial agreements

    • mortgage and vendor finance

  • Practical examples:

    • what happens if a beneficiary buys assets out of the estate – does this qualify for a rollover?

    • application of Division 128 to pre-CGT assets or bonus/free shares

Our presenter

Greg Russo, Partner, Featherbys Lawyers, Rosebud, Vic.

Greg Russo is a partner at Featherbys Lawyers. He is a LIV Wills and Estates Accredited Specialist, a Member of the LIV Specialist Accreditation Education Advisory Committee and the LIV Wills and Estates Advisory Committee. In the last few years he has organised, chaired, moderated and presented at a number of LIV events, mainly in the area of Wills and Estates. 


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1.5 CPD/Training hours.  Lawyers can claim up to 1.5 CPD units/points – substantive law.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

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:

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: RBFFEB19
 Price:   $264.00 (Inclusive of GST)
© 2019 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.