Live Webinar: Testamentary Trusts: Tax Treatment of Non Resident Beneficiaries

 

Date:  Wednesday 22nd November 2017 – Online:
Vic, NSW, ACT, Tas:  3pm to 5pm 
SA: 2.30pm to 4.30pm  WA: 12noon to 2pm 
NT: 1.30pm to 3.30pm  Qld: 2pm to 4pm

 ABOUT THE WEBINAR
In our global market, many Australians are leaving our shores to study or work overseas, with little thought to the tax implications. However, where a trust holds real estate and distributions that are intended to be made to a foreign person, you could find an unexpected tax liability coming your way. This session looks at the tax implications of having a foreign person as a beneficiary and covers:

  • Foreign person:
    • who does it include?
    • when are they caught as a potential beneficiary?
    • is distribution required? 
  • Non-resident beneficiary and deeming of non-resident trust
  • The withholding tax regime for non-resident beneficiaries
  • Understanding the land tax and stamp duty implications – a state by state review
  • Avoiding the surcharges - should you be amending the trust deed?
 PRESENTER
Our presenter

Patrick Ellwood, Director, View Legal

Patrick Ellwood is a director and co-founder of View Legal, having previously spent eight years at a national law firm.

Patrick specialises in helping business owners through transition, focussing on tax effective restructuring, asset protection and succession.

The family-owned businesses he works for range from large-scale retail operators to farming families and mining entrepreneurs.

Patrick is passionate about helping his clients grow their business and achieve maximum value upon their retirement.

He has assisted clients with exit strategies including sales to ASX listed companies, staged transitions to the next generation of family members and management buy-outs.

He is a trusted adviser to many of his clients and assists with both their personal and business legal needs.

Patrick is a regular author and speaker across a range of private and professional bodies.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. 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: RBNNOV17
 Price:   $253.00 (Inclusive of GST)
© 2017 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.