Fourth Annual Tax Aspects of Estate Planning and Business Succession Symposium
Thursday 25 and Friday 26 October 2018

Sheraton Hotel, Melbourne

-116 DAYS
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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 business succession, as well as super death benefit traps following the recent super reforms.

Thursday 25 October 2018

Tax Issues in Business Succession Planning

  • Making the Most of Buy-Sell Agreements
  • Effective Restructure of a Family Trust
  • Disposal of the Family Business After Death

Tax and the Estate Planning Toolbox

  • Life Cycle of a Testamentary Trust
  • Main Residence Tax Issues in Estate Planning

Friday 26 October 2018

Managing the Tax Risks in Difficult Family Situations

  • Tidying Up the Estate Plans in Complex Family Arrangements: Understanding the Key Tax Imperatives
  • Tax Effective Options When Providing for Minors: Thinking Beyond a Testamentary Discretionary Trust
  • The Risks Inherent in Non-Resident Beneficiaries of Australian Estates

Tax Challenges in the Super Landscape

  • Avoiding Super Death Benefits Traps

Bernie O’Sullivan, Principal, Bernie O’Sullivan Lawyers, Melbourne

Daniel Smedley, Principal, Sladen Legal, Melbourne

George Kolliou, Director, AG Tax Law, Melbourne

David Hughes, Principal, Small Meyers Hughes, Brisbane

Matthew Burgess, Director, View Legal

Michael Butler, Tax & Revenue Partner, Finlaysons, Adelaide

Paul Sokolowski, Partner, Arnold Bloch Leibler, Melbourne

Jennifer Dixon, Principal, Moores, Hawthorn, Vic

Anna Wilson, Barrister, Victorian Bar, Melbourne

Damian O’Connor, Principal & Chartered Tax Advisor, Tax + Law, Brisbane

Nathan Yii, Director, Nathan Yii Lawyers – Structuring & Estate Planning Law, Melbourne

For attending this symposium accountants can claim 10.5 CPD/Training hours.  Lawyers (except WA) can claim 7 CPD units (substantive law) and WA lawyers can claim 6 CPD points (substantive law).
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email:
Product Code: MTEOCT18
 Price:   $2,145.00 (Inclusive of GST)
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