Third Annual Tax and Superannuation Aspects of Estate Planning Symposium
Thursday 12 and Friday 13 October 2017
The Langham Hotel, Melbourne
-225 DAYS
This advanced symposium, featuring nine one-hour in depth presentations, is designed for experienced estate planners – both lawyers and accountants - as well as professionals seeking to deepen their knowledge of the all important estate planning tax issues. This year’s event also features a special focus on the tax implications of the recent superannuation reforms – a must for all professionals working in this space.

Thursday 12 October 2017

Tax Aspects of Testamentary Trusts

  • Excepted Trust Income and Post Death Trusts
  • Estate Planning, Streaming and Thomas’s Case
  • Testamentary Trusts and Non-Resident Estate Beneficiaries

Tax Effective Asset Movement in Estate Planning

  • Tax Challenges in Estate Planning for Dynastic Family Businesses
  • Tax Effective Resolution of Family Disputes

Friday 13 October 2017

Superannuation and Estate Planning

  • Estate and Death Benefit Planning for SMSFs:  Even More Reason to Plan Post Reforms?
  • Tax Efficient Use of Super Proceeds Trusts and Testamentary Trusts for Super
  • CGT Small Business Concessions Post Super Reforms

Tax Issues in Estate Administration

  • Mopping up Tax Issues After Death
Paul Sokolowski, Partner, Arnold Bloch Leibler, Melbourne

Matthew Burgess, Director, View Legal, Brisbane

Andrew O’Bryan, Partner, Hall & Wilcox, Melbourne

Michael Butler, Tax and Revenue Partner, Finlaysons, Adelaide

Edward Skilton, Special Counsel, Sladen Legal, Melbourne

David Foulds, Director – Estate Planning, Pitcher Partners, Melbourne

Ian Burgess, Partner, EY, Brisbane

Jennifer Dixon, Principal, and Lachlan McKenzie, Senior Lawyer, Moores, Melbourne

Clinton Jackson, Partner, Cooper Grace Ward, Brisbane

Nathan Yii, Principal, Nathan Yii Lawyers, Melbourne

Brendan Henderson, Associate Director, Mutual Trust, Melbourne

  • Well prepared and well presented.
  • Relevant and up to date topics and issues. Excellent speakers who are on top of their topics and have the ability to present in a way that keeps your attention and interest. Best seminar lunch on the circuit.
  • Excellent presenters and materials.
  • Very well run - great venue. The topics were well chosen and although the subject matter was somewhat "dry" at times it was well presented, which made what are some difficult subject matters more easily followed and understood.
  • The quality of speakers was very good and content was relevant and applicable to practice.
  • Great speakers, very informative, well-run.
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 9670 2055 or email:
Product Code: MTEOCT17
 Price:   $2,035.00 (Inclusive of GST)
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