Struggling with governance challenges in your charity or NFP? Our 3-part webinar series is designed to tackle the common pitfalls that can hinder your organization's mission. We'll guide you through proven strategies to strengthen your governance framework, ensuring compliance and enhancing trust with stakeholders. Whether it's board dynamics, regulatory changes, or risk management, our expert-led sessions will provide the practical solutions you need.
Courts are more willing to deal with executor bad behaviour than they have been in the past, but it’s no easy feat and can impose a heavy toll on family relationships and the management of the estate. This session will explore the options and processes involved in executor removal, including:
In today’s estate landscape, executors - including professionals - are increasingly vulnerable to scrutiny, disputes, and personal liability. From aggressive beneficiaries and family provision claims to complex asset management and allegations of misconduct, the risks are real. Practitioners must be equipped to protect executor-clients (and themselves) both during estate planning and throughout the administration process.
Involvement in a family company or trust can add a layer of complexity when it comes to sorting through marriage and relationship breakdowns. This session focuses on the tax aspects to consider when the pie being divvied up includes either of those structures, including:
One of the trickier issues that can come up in practice is when a client seeks advice on a small-scale property subdivision. Often the advice is sought by someone with no previous property development experience, who has just happened to find that as landowners, they can reap greater rewards if further development to their property is undertaken. This session looks into the issues, including:
Like a lot of issues in tax, there is not necessarily a bright line that distinguishes between acceptable practice and arrangements that may fall foul of the general anti-avoidance provisions. This session takes a look at how the general anti-avoidance provisions are currently being interpreted in a range of situations, including:
The Family Law Act sets quite strict time limits within which separated parties must commence property settlement proceedings. But what options are available when that time limit has already passed? How late is too late? And does it matter why? This session will explore:
For many clients, the focus of their estate planning starts and ends with their will. However, for many families it can be the decisions that are made prior to death (particularly once a client starts to lose capacity) that can cause the most conflict and devastation for the testator and their family relationships. An enduring power of attorney (EPA) can help minimise the risk of such disputes, but only when it is has been properly prepared – not merely tacked on or prepared as an afterthought.
Inclusion of third parties in family law property proceedings may be a necessary requirement and could provide a strategic advantage. This session looks at the issues in running litigation with a third party, as both a necessary procedural requirement and for its strategic benefits. It includes:
It is no secret that a primary goal of the FCFCOA is to encourage dispute resolution and reduce the time of parties to resolve their dispute whether by settlement or following a contested trial. However, for many the new case management pathways and procedures have not resulted in more expedient resolution. This raises the question of what happens in the meantime? This session will explore how interim issues in property settlement matters ought to be managed and will discuss: