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 Protecting Client Wealth with the Asset Protection Toolkit – a live lunchtime online conference

Online Conferences,Taxation,Protecting Client Wealth with the Asset Protection Toolkit – a live lunchtime online conference
Wednesday 1st February 2023
Vic, NSW, ACT, Tas: 12 noon to 3.15pm
QLD: 11am to 2.15pm
SA/NT: 11.30am to 2.55pm
WA: 9.00am to 12.15pm
.   .
Hear from the experts at this online lunchtime 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, presentations and you'll have an opportunity to ask questions via online chat.


Session 1: Using Trusts to Protect the Family Home

Whilst ensuring the home is in the name of a non “at risk” spouse is often used as an asset protection strategy, what if both spouses fall into the “at risk” category or a single person is seeking asset protection for their home? This session explores the alternative of using a trust as an asset protection vehicle for a main residence, with a spotlight on strategies involving property ownership by an at-risk individual, with the value held in a trust. It covers:

  • The pros and cons of gifting or selling
  • Using a gift and loan back strategy to ensure the value lies in a trust
  • Ensuring borrowings and security are correctly structured
  • The income tax implications
  • Factoring in state and territory taxes and duties
  • Documentation required to implement the strategy
  • Interaction with the estate plan
  • Case studies

Session 2: The SMSF as an Asset Protection Vehicle

With a major part of a person’s wealth likely to be held in superannuation, how does an SMSF fare as an asset protection vehicle? This session explores the key issues that arise when super funds to own business real property, as well as ensuring super funds do not fall into the hands of a trustee in bankruptcy. It covers:

  • When can SMSF funds be at risk?
  • Can a trustee in bankruptcy have claims to a member’s superannuation?
  • Can contributions be at risk under bankruptcy clawback provisions?
  • Does the timing of benefit withdrawals during bankruptcy matter?
  • What happens if a trustee becomes bankrupt?
  • The risks of a non complying SMSF (Frigger v Trenfield (No 10) [2021] FCA 1500)
  • Super funds owning business real property – tips and traps to consider
  • What is the Visibility of Superannuation measure introduced into the Taxation Act 1953?

Session 3: Protecting Assets from a New Partner or Future Spouse

With blended families come their challenges. These can include planning that takes into account spouses and children from past, present and future relationships. This session provides an introduction to family law concepts for non-family lawyers, and looks into the issues and strategies that may assist in ensuring the asset protection plans stay on track as relationships change, including:

  • How family law treats various classes of assets in a relationship breakdown:
    • Assets held in discretionary trusts or companies controlled by a party to the marriage
    • Assets held in discretionary trusts controlled by the parents of the spouse in question
    • Assets held in testamentary trusts
  • How family law treatment of various asset classes help in asset protection:
    • Initial contributions
    • Inheritances
    • Superannuation
    • Financial resources vs the pool
  • Maximising your client’s asset protection position:
    • Moving the control of discretionary trusts and companies away from the at risk party
    • The use of testamentary trusts to protect inheritances from the consequences of failed relationships
  • Using financial agreements to protect your client’s position
    • How to do a pre-nup without getting into trouble
    • Financial agreements in second marriages
    • Single asset financial agreements – what role do they play?

Jennifer Dixon, Practice Leader, Moores, Melbourne, Vic (Chair)

Adrian Bailey, Principal, Cleary Hoare, Sydney, NSW

Steven Jell, Senior Associate, Cooper Grace Ward Lawyers, Brisbane, Qld

Caroline Teo, Senior Associate, Paterson & Dowding, Perth, WA

  • It was just like being at a well run conference but in many ways better. 
  • This option is of great assistance to country practitioners.
  • The live online conference format worked well and made the speakers more engaging than a recording.
  • Our team used the boardroom.  We could talk and discuss the presentation without feeling we were imposing on others and you could submit a question, which we did.  All from the comfort of our own office.
  • The conference was well organised and the email links very useful.

Delegates registered to attend the LIVE event will receive a CPD certificate for attendance.  Lawyers can claim up to 3 CPD units/points (substantive law). Accountants can claim up to 3 CPD/training hours.


If you register and pay by 16 December 2022 you will pay only $385 – a saving of $165 off the full price conference registration fee of $550.

If you need assistance or have an enquiry, please do not hesitate to contact our Event Coordinator, Hayley Williams–Cameron on (03) 8601 7730 or email: hayley@tved.net.au

© Television Education Network Pty Ltd 2022

Product Code: OATFEB23
 Price:   $385.00 (Inclusive of GST)