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 Recorded Webinar: The Interplay of Residency in Estate Planning: The Individual, the Trust and the Jurisdiction

Date: Monday 23rd May 2022
Duration: Approximately 1 Hour

There is a lot to consider when estate planning involves cross border situations and the tax laws don’t make the task any easier. With the ATO’s increased scrutiny of the flow of funds between countries, it is important practitioners are on top of these rules. This session aims to improve your understanding of the issues, including:

  • The individual and determining residency status when:
  • entering Australia (TR 98/17;IT 2681)
  • leaving Australia and working in other countries (IT 2650; Harding v Commissioner of Taxation [2019] FCAFC 29)
  • the recent budget proposed residency rule changes (subject to legislation)
  • The trust:
  • the definition of a resident trust estate
  • the definition of a non-resident trust estate
  • the recent budget proposed residency rule changes for trusts (to be legislated)
  • The relevant jurisdiction and the workings of double tax agreements
  • The CGT implications for an asset that falls under the category “taxable Australian property” (TD 2017/23)
  • Implications of section 99B applying including TD 2017/24
  • The transferor trust rules
  • Worked examples incorporating a combination of the relevant parties having a residency status in Australia and:
    • UK
    • US
    • NZ
Recorded Webinars,Estate planning,Recorded Webinar: The Interplay of Residency in Estate Planning: The Individual, the Trust and the Jurisdiction

Emma Woolley, Partner, Hall & Wilcox, Melbourne

Emma has extensive experience in advising clients in estate planning and estate administration, trust structures, trust and estate disputes, and structuring for succession of ownership and control of private and family businesses.

Emma’s clients include high net worth individuals, families, privately held businesses and Family Offices.

As an acknowledged expert in her field, Emma is regularly asked to present at conferences and seminars for professional bodies and organisations.

Emma is listed as a preeminent lawyer in Victoria in Doyle's Guide to the Legal Profession for Wills & Estates, and is ranked in Chambers High Net Worth for Private Wealth Law.

Recorded Webinars,Estate planning,Recorded Webinar: The Interplay of Residency in Estate Planning: The Individual, the Trust and the Jurisdiction

Todd Bromwich, Senior Associate, Hall & Wilcox, Melbourne

Todd is a Senior Associate in Hall & Wilcox’s Tax team, practising predominantly in taxation advisory and disputes, with broader experience in charity law, general commercial matters, trust law and estate planning.

Todd’s work includes tax planning and structuring for high wealth individuals and family groups, managing complex early-stage and litigated taxation disputes, advising on tax-effective succession planning and estate administration, and establishing and advising not-for-profit entities. His key areas of practice include income tax, CGT and superannuation matters, with experience in duty, land tax and payroll tax.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

© Television Education Network Pty Ltd 2022

Product Code: WB3MAY22
 Price:  $269.50 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.