How funds are taken out of a company or trust can have dramatically different tax outcomes. Whether it's a dividend, loan, or capital return — or whether a trust distribution is made to a corporate beneficiary — the label matters. With increased ATO scrutiny and the complexity of Division 7A, Section 100A, and professional firm guidelines, this session unpacks practical strategies and compliance risks when extracting wealth from structures. Topics include:
How funds are taken out of a company or trust can have dramatically different tax outcomes. Whether it's a dividend, loan, or capital return — or whether a trust distribution is made to a corporate beneficiary — the label matters. With increased ATO scrutiny and the complexity of Division 7A, Section 100A, and professional firm guidelines, this session unpacks practical strategies and compliance risks when extracting wealth from structures. Topics include:
International human rights principles are no longer abstract concepts sitting outside the courtroom, they are increasingly shaping how Australian family law disputes involving children are argued and decided. From parenting arrangements to relocation disputes and independent children’s views, practitioners need to understand how the UN Convention on the Rights of the Child (CRC) is influencing judicial reasoning, statutory interpretation and evolving expectations of children’s participation in proceedings.
The landscape of wills and estates practice is shifting beneath practitioners' feet. Federal Budget reforms are upending testamentary trust advice. A new ATO draft determination has put the CGT main residence exemption in doubt. Family provision claims are reaching further than ever before. And the cost of getting it wrong — for clients and practitioners alike — has never been higher.
The landscape of wills and estates practice is shifting beneath practitioners' feet. Federal Budget reforms are upending testamentary trust advice. A new ATO draft determination has put the CGT main residence exemption in doubt. Family provision claims are reaching further than ever before. And the cost of getting it wrong — for clients and practitioners alike — has never been higher.
The digital risks facing professional services are no longer theoretical; they are immediate, evolving and increasingly difficult to manage. Cyber attacks are targeting firms through sophisticated social engineering and AI-driven deception. Data breaches are exposing practices to regulatory scrutiny, client claims and reputational damage. At the same time, the growing use of AI — by both advisers and their clients — is creating new areas of professional risk that must be actively managed.
Employers across Australia face a significant shift in how they must approach psychosocial hazards at work, with policies, codes of conduct and training programs no longer being enough on their own. In this session, we will explore the new regulatory framework for managing psychological health risks and how this impacts the workplace, including:
Employers across Australia face a significant shift in how they must approach psychosocial hazards at work, with policies, codes of conduct and training programs no longer being enough on their own. In this session, we will explore the new regulatory framework for managing psychological health risks and how this impacts the workplace, including:
Recent ATO rulings and landmark cases such as Bendel have dramatically altered the landscape for trust distributions. Estate planners must now account for increased compliance risks that directly affect succession structures. This session unpacks the shifting tax environment, including:
Recent ATO rulings and landmark cases such as Bendel have dramatically altered the landscape for trust distributions. Estate planners must now account for increased compliance risks that directly affect succession structures. This session unpacks the shifting tax environment, including: