The nature of an SMSF means that trustees will not always have the skill base of other fund trustees. Mistakes will be made. This session examines different levels of mistakes by trustees and how the auditor should respond to them.
This session gives a structural overview of business acquisition which enables a more strategic focus and provides a good risk management profile. It includes:
Preconditions and deliverables
Maintaining confidentiality is a fundamental component of the solicitor / client relationship. However, difficult ethical conundrums can arise in practice, particularly in succession law matters.
This session looks at the key challenges in meeting confidentiality and ethics requirements, including:
A well-prepared affidavit is the backbone of many family law proceedings. This hands-on session examines some big issues on drafting of affidavits in both parenting and property settlement matters that will benefit your practice and your clients. It covers:
Property transactions in the digital age present their own unique challenges. Understanding the law and using it to manage risk when undertaking electronic transactions is the subject of this session. It includes:
There are real benefits to consolidating SME groups, but advisers and clients run scared. Why? The session explores these benefits and provides a guide as to when SMEs should consolidate:
The proposed company tax cut is a sweetener designed to benefit Australian businesses. However, its practical implications and likely impact have left many advisers concerned. This session examines the benefits and shortcomings of the tax cut, including:
The Research Solution (Tax & Accounting) is a huge library of technical papers in the areas of:
Session 1: Let Go from the Get Go? Control Mechanisms in Testamentary Trusts
The desire to rule the family from the grave through a testamentary trust can be overwhelming but can prove a significant impediment with unintended consequences. This session will explore the stepped options for control of testamentary trust decisions and provide guidance on what practitioners need to consider when advising their clients, including:
Session 1: Let Go from the Get Go? Control Mechanisms in Testamentary Trusts
The desire to rule the family from the grave through a testamentary trust can be overwhelming but can prove a significant impediment with unintended consequences. This session will explore the stepped options for control of testamentary trust decisions and provide guidance on what practitioners need to consider when advising their clients, including: