As the number of ATO audits on trusts are increasing, it has never been more important that advisers are across the key issues. The morning masterclass will provide you with a practical insight into how to navigate the challenges involved with maintaining and passing control of trusts, with a focus on capacity issues, how to transfer control of a family trust without disputes, and tax effective strategies for separating trust assets.
 

• Passing Control of Family Trusts to the Next Generation: Avoiding WWIII - A big part of estate planning is trying to do it effectively and minimise family disputes.  This session looks at how your estate plan can transfer control of the family trust cleanly and effectively, in order to minimise family disputes.

• Maintaining Control When the Appointor Loses Capacity - What sort of provisions should be in your trust deed and estate planning documentation to deal with loss of capacity? This session looks at the challenges when passing control from one generation to the next, how to do it effectively and avoid family disputes. 

• No Splitting, No Cloning? No Worries! Tax Effective Strategies for Separating Trust Assets - With the ATO’s crackdown on trust splitting and trust cloning in recent years, taxpayers and advisers need to look to other options for tax effective separation of trust assets. This session explores the options for getting a similar legal or economic position as trust splitting.

Chris McCaffery, Special Counsel, Bartier Perry, Sydney (Chair)

Chris Balalovski, Partner, BDO, Sydney

Warwick Gilbertson, Partner, Turnbull Hill Lawyers, Sydney

Matthew Burgess, Director, View Legal

Accountants and Lawyers - 3 CPD Hours/Units/Points.  All delegates will receive a CPD certificate after attending the Masterclass. All delegates will receive a CPD certificate after attending the Masterclass.

Multiple registration discount?  If you would like to send more than two people from your company to this masterclass, please ask Jenna about the discounts available for multiple registrations:  The more you send, the greater the discount.  jenna@tved.net.au or phone (03) 8601 7729.