The ATO guidance material has been released and cases have been decided to provide practitioners with plenty of section 100A reference material. So, are all parties now comfortable with where 100A is at, or is it just a matter of time before ATO audits bring any unresolved issues to a head? This session looks at the current state of play, including:
Dealing with difficult third parties who have an interest in your client’s affairs can be a common yet challenging task for succession lawyers. This practical session provides the strategies for identifying your obligations to clients and non-clients, effective ways to manage harassment, and guidance for addressing concerns from disappointed beneficiaries in order to safeguard your practice. It covers:
Taking instructions from a new client sounds like a simple thing but far too often legal practitioners miss getting the crucial information. This session gives you an insight into best practice in conducting client interviews and covers:
Conflict checking
Recognising problematic areas:
instructions for wills
instructions from parents for financial agreements involving their children
The range of strategies available for income splitting has morphed over the decades, and savvy taxpayers and advisers need to be aware of where the ATO’s current thinking is at all times. This session explores hybrid trusts, dividend access shares and professional practice structures such as Everett assignments in the context of current law.
Featuring: Ross Higgins, Mills Oakley Lawyers, Melbourne
[40.46 minutes] [0.67 CPD hours)
NSW property lawyers are facing a tidal wave of legal and regulatory change — from sweeping reforms to strata law and heightened agent accountability, to major overhauls of off-the-plan contracts and the taxation of foreign transactions. Keeping up isn’t just a matter of good practice — it’s essential for avoiding compliance risks and delivering sound client advice. This five-part webinar series tackles the most pressing developments reshaping NSW property law in 2025.
Mental health challenges impact not only individuals but also the wider NDIS workforce, especially when claims arise that mental health issues are work-related injuries. With the growing prevalence of mental health concerns and compensation claims, NDIS providers need to adopt a proactive, risk-based approach to mitigating psychosocial hazards. This session will explore how NDIS providers, including smaller organizations working in an under-resourced sector, can effectively manage these risks. Key issues covered include:
Mental health issues not only impact the individual, but also their workplace, particularly where there is a claim that the mental health is a workplace injury. With a tripling of mental health compensation claims in the last 20 years, the challenge is for religious organisations to take a proactive and risk -based approach to minimising psycho-social hazards. It can be difficult to know where to start. This session will examine the key issues, including:
Professional negligence claims are frightfully common in the area of wills and estates. This session looks at where claims are often made and what you can do to ensure your practice is out of the firing line. It covers:
Delays in preparing wills – what is reasonable and when could you find yourself exposed?
When should you execute an informal will?
Failing to understand the family dynamics of the will maker
Inadequate instruction taking and recommendations
Mental health issues not only impact the individual, but also their workplace, particularly where there is a claim that the mental health is a workplace injury. With a tripling of mental health compensation claims in the last 20 years, the challenge is for religious organisations to take a proactive and risk -based approach to minimising psycho-social hazards. It can be difficult to know where to start. This session will examine the key issues, including:
Most lawyers won’t face a front-page scandal — but ethical lapses rarely start that way. Often, it’s the overlooked email, the blurred digital boundary, or the pressure to follow a senior’s lead that creates risk. This session explores how small ethical slips, workplace pressures, and the pace of modern practice can lead to big professional consequences — and what you can do to stay on course. It covers: