As the barriers to international trade decrease for small and medium enterprises, more and more Australian businesses are looking for international opportunities to grow. This session steps through the international tax issues that an SME taxpayer and their adviser need to consider, including:
Recent litigation has heightened the relevance of auditors qualifying their audit reports, especially when there are problems in ascertaining values of assets. This session looks at the issues in qualifying the audit report and how it can serve as a risk management tool, including:
Workplace investigations require time and resources, and should account for unique factors in each workplace. This session looks at workplace investigations in the charity and NFP sector. It includes:
Undue influence, unconscionable conduct and duress may affect how an older Australian bequeaths their property. This session looks at how succession lawyers can identify undue influence, unconscionable conduct and duress and how to respond.. It covers:
There are numerous benefits for both the testator and beneficiaries in the creation of a testamentary trust for the holding and distribution of estate assets and income after death. The establishment and ongoing arrangements for a trust need to be set up in the will and requires care in drafting to avoid problems down track. This session details the essential provisions of a testamentary trust arrangement, including:
Increasing financial pressures are causing children to seek an early inheritance. Where mum and dad are willing to agree to an inter-generational re-structuring of their assets, what strategies and protections need to be considered for a beneficial outcome for all parties? This practical session will involve a case study of a family looking to take this step, and the factors that need to be considered, including:
A significant and recurring problem for businesses is the loss or misuse of data including confidential information, especially when an employee is departing the organisation. Responding swiftly is critical, as is taking steps to mitigate against the risk in the first place. This session covers:
We’ve been through the first stage of the pandemic. But it’s now clear that it’s going to be a long haul out and much more will be needed. Professional advisers are now in the throes of sorting out their client’s eligibility for JobKeeper 2.0 and at the same time coming to grips with the raft of new tax measures in the 2020 Budget designed to turbocharge a business led recovery. This practical session examines the new landscape, with a focus on the following:
The Government has still not released any draft legislation on the proposed changes to Division 7A. Notwithstanding the inactivity of the Government, you still have to advise your clients with the spectre of the proposed changes looming. Among those changes, pre December 1998 loans, subs trusts and unitisation arrangements:
Elderly clients and estate planning go hand in glove, even if the relationship commenced years before. As medical progress keeps people alive longer, cognitive function has become an issue, bringing control and decision-making capacity to the forefront of estate planning management. This session will look at how advisers can proactively establish an estate planning framework to minimise the risk of incapacity by a key decision-maker, and what to do if that happens without proper plans in place: