Live Webinar: Opportunities for Trust Restructures – The Tax Imperatives

 

Date:  Friday 6th July 2018 – Online: 
Vic, NSW, Qld, ACT, Tas: 11am to 1pm 
SA & NT:  10:30am to 12:30pm 
WA: 9am to 11am

 ABOUT THE WEBINAR
It always pays to check the effectiveness of a client’s trust structure. The client’s objectives may also cause you to consider changes. However, understanding the tax implications of restructure is vital. This session looks at the issues including:

  • CGT rollover relief pursuant to subdivision 122A ITAA 97
  • Selling assets and applying Division 115 ITAA 1997
  • New small business rollover relief - subdivision 328-G ITAA 1997
  • The importance of ‘genuine restructure’ – what are the tax risks if not?
  • Taking away indemnities without it being a resettlement
  • Trust splitting that effectively minimise tax, without causing resettlement
  • Family trust restructures - generation skipping trusts and straight to grandkids
  • Cascading testamentary trusts – are these a good tax structure?
 PRESENTER
Our presenter

Caitlin Murdock (CTA), Associate, Holding Redlich, Brisbane

Caitlin is a tax lawyer and chartered tax adviser experienced in advising a wide variety of organisations and high net worth individuals.  Caitlin provides income tax, stamp duty, payroll tax, land tax and GST advice to clients and regularly engages with Federal and State Revenue Authorities on behalf of her clients.  Caitlin is also experienced in estate planning, business structuring (and restructuring) and inbound foreign investment.  Caitlin was a global finalist for the Succession Trust and Estate Practitioners (STEP) Young Practitioner of the Year Award in 2017 and attended the award ceremony in London.

Caitlin is a Fellow of the Tax Institute and an active member of the Tax Institute’s Emerging Leaders group.  Caitlin has a particular interest in tax controversy and assisting her clients with ATO objections and appeals.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 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: RBGJUL18
 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.