Patrick Ellwood interviews Bryan Mitchell
Date: Tuesday 23rd August 2022
Duration: Approximately 1 Hour
Family business owners often face a critical question in their estate and succession planning: should the business be passed to the next generation, or is it time to sell and move on? Each pathway involves a range of tax considerations that can influence the outcome.
Duration: Approximately 2.5 Hours
Hear from the experts at this online conference. You can watch it on your computer or on your portable electronic device from anywhere.
The conference will be based on our highly successful video webinar technology: there'll be a chairperson and presentations.
One registration can be shared by colleagues within the same firm utilising the same login.
THE PROGRAM
Session 1: Paying It Forward: Loan Management Strategies in Estate Planning
With the ACCC's heightened focus on protecting NDIS participants from misleading conduct, unfair contract terms, and anti-competitive practices, disability service providers must ensure they remain compliant while maintaining fair service delivery. This session will explore the growing regulatory landscape and its implications for NDIS providers, offering practical insights on how to avoid legal pitfalls while ensuring participants receive quality care. Key areas covered include:
Our annual 2-day NSW property law conferences are among the most highly regarded professional development events we run, but we realise that not everyone can spare two days out of the office. So we’re offering you a new way to access the experts online – a half-day online conference, focused on procedural challenges facing advisors in property matters.
You can put your staff in the boardroom and watch it there. You can watch it on your computer or on your portable electronic device. All for the same low price.
The ATO has made clear that section 100A of the ITAA 1936 is a key anti-avoidance provision, designed to ensure beneficiaries who are presently entitled to trust income actually receive its benefit. But how does this provision interact with testamentary trusts and the unique tax concessions they provide, especially for minors?
This session will examine the risks and practical considerations, including:
Like a lot of news, the impact hits on first announcement, then as time goes on there is always plenty more going on to take our attention. The ATO’s issuing of its compliance approach to the allocation of professional firm profits could well fall into this category. Issued during 2021, there has since been plenty of tax guidance material on other matters to more than fill a tax practitioner’s mind.
Like a lot of news, the impact hits on first announcement, then as time goes on there is always plenty more going on to take our attention. The ATO’s issuing of its compliance approach to the allocation of professional firm profits could well fall into this category. Issued during 2021, there has since been plenty of tax guidance material on other matters to more than fill a tax practitioner’s mind.
Like a lot of news, the impact hits on first announcement, then as time goes on there is always plenty more going on to take our attention. The ATO’s issuing of its compliance approach to the allocation of professional firm profits could well fall into this category. Issued during 2021, there has since been plenty of tax guidance material on other matters to more than fill a tax practitioner’s mind.
Powers of Attorney (POAs) are a vital tool in estate and incapacity planning - yet they remain one of the most commonly misunderstood and misapplied legal instruments. For practitioners, the professional challenge lies in drafting, advising and managing POAs in a way that minimises client risk while upholding fiduciary and ethical obligations. This session focuses on the practical skills lawyers need to get POAs right, including: