Live Webinar: The Main Residence CGT Tax Exemption and Will Making

Date:  Wednesday 23rd August 2017 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 5pm  
SA & NT 2.30 to 4.30pm 
WA 1pm to 3pm

 ABOUT THE WEBINAR
The main residence is exempt from CGT. What are the implications of this in wills and what will it mean for beneficiaries of the main residence? Understanding what the law is and how to incorporate it into your wills practice is the subject of this session:

  • Where main dwelling acquired from deceased estate – what are the rules?
  • Position of joint tenant on death
  • When the full exemption applies when acquiring main residence on death of testator:
    • disposal of dwelling within 2 years of death - full exemption
    • disposal by defined persons
  • ATO discretions for CGT exemptions
  • Partial exemptions – what and when
  • Disposal by trustee of dwelling acquired or occupation by beneficiary
  • Transfer to executor or beneficiary – pre and post CGT assets
 PRESENTER
Our presenter

Dr Allison Stanfield, Senior Lawyer, View Legal, Brisbane

Allison has over 24 years' experience as a lawyer and in business. Allison has a broad commercial legal practice and advises clients on business and technology law, as well as succession & estate planning and commercial leasing. Although Allison runs her own legal practice, SG Legal, she also works with View Legal, a specialist virtual estate planning law firm.

For over 16 years, Allison ran e.law, a niche legal technology company, which she founded. Prior to founding e.law, Allison worked in top-tier and mid-tier law firms and as Registrar of the Court of Appeal (Qld).

A keen interest in academia has seen Allison gain her PhD, publish two academic texts and many articles. Allison speaks regularly at conferences, gives webinars and writes her own blog.

e.law, the company founded by Allison in 1999, won an iAward for innovation in court technology and become recognised as a pioneer in using technology in law. Allison was instrumental in running a number of high profile court matters including the Oswal v ANZ litigation, the HIH Royal Commission, the Oil for Food Inquiry, the Air Cargo litigation and the Channel 7 v News Limited trial, to name a few.

Allison has consulted to courts and tribunals on the implementation of technology, including the Federal Court of Australia, several state Supreme Courts and some international courts.

Allison has previously been a Telstra Business Women's finalist and an Outstanding Alumni at QUT.

 WHO SHOULD ATTEND?

This webinar is suitable for succession lawyers – 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.  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: RBRAUG17
 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.