This session examines the state-based tax surcharges on foreign investment. What they catch and how to advise clients on key aspects is the subject of this session, including:
NFPs and charities face a raft of governance responsibilities, however two key issues can create significant challenges: related party transactions and conflicts of interest. This session provides best practice guidance on how to identify and navigate these key issues, including:
Related party transactions
The longevity and success of intergenerational family businesses lies not only in commercial acumen but also in shared goals and relationship management. This session will examine the increasing use of family constitutions to provide a framework for planning and managing family businesses through the generations, including:
The SMSF auditor role has become even more challenging with the recent updating of ATO guidance on what evidence is required to support the market value of assets. This session delves into the guidance material to assist auditors in understanding their obligations, including:
The care and maintenance of vulnerable family members following the death of a parent or carer can be a significant source of concern. This session will explore the option of establishing a testamentary trust for the vulnerable and what needs to be in the trust deed, including:
Assessing the future needs of vulnerable family members and considering how they can best be accommodated on the death of a carer/parent
The acceptable standards for student discipline have changed over several generations. What can schools legally and reasonably do to maintain some control over student behaviour and protect the school community in the face of serious instances of misconduct? This session will examine the issues for schools in behaviour management and provide a guide to managing discipline in a legally compliant manner, including:
The benefits of mutual wills can be significant, but in practice mutual wills have their problems and limitations in terms of drafting, enforcement and family impact. This session will examine those issues and provide guidance to practitioners in how to navigate and minimise the risks, including:
Community and government recognition of gender fluidity and sexual preferences has come a long way. However, accommodating students with differing needs is not so easy in practice and remains a challenging area for faith-based schools. This session will examine some of the recent legal developments in this area and what it means for the education sector, including:
The passing of family wealth in an equitable manner involves a considerable amount of forethought and planning, including an understanding of financial and legal issues and family needs and wants. This session will examine what advice practitioners should be giving to clients wanting to leave their children an equal slice of the pie, including:
Electronic contracts are here to stay – and so are the complexities and challenges that often come with these types of contracts. This session examines how commercial lawyers can best navigate the new digital era of contracts, including: