Live Webinar: Dealing with Loan Accounts and Unpaid Present Entitlements in the Estate Plan


Date:   Tuesday 24th July 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 4.30pm
SA & NT 2.30pm to 4pm 
WA 1pm to 2.30pm

Loans and unpaid present entitlements are a given with any family group with a complex structure in place.  Ensuring that they are dealt with appropriately is key to ensuring your estate plan holds up.  This webinar covers:

  • Finding the credit and debit loans and UPEs in the family structure
  • Dealing with loans:
    • forgiving them before death - CDF rules, Div 7A and other tax risks
    • forgiving loans at death
    • assigning the loans to third parties for less than market value
    • asset protection implications of dealing with loans
    • traps in dealing with loans from trusts
  • Dealing with unpaid present entitlements:
    • basis on which you can extinguish a UPE
    • UPEs to children - assignment and extinguishment
    • paying out the UPE
    • dealing with the UPE in the will
Our presenter

Daniel Smedley, Principal, Sladen Legal, Melbourne

Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes.

Daniel looks to lead and guide change through his role as chair of the Law Institute of Victoria’s Taxation and Revenue Law Committee, and as a regular presenter at state and national industry conventions, conferences and workshops.

He is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues".

In February 2016, Daniel was named one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by United States peer-review company Best Lawyers and was published in the Australian Financial Review.


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.


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 [CLE] 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: RBPJUL18
 Price:   $253.00 (Inclusive of GST)
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