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Recorded Webinars

Recorded Interactive Webinar:

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, inc
PRESENTED BY Natalie Cameron Legal Practice Director - Elda Legal , Brisbane

Date/Time

About the Webinar

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:

  • Section 100A and reimbursement agreements: what the ATO is targeting in family group planning
  • The ongoing fallout from Bendel v FCT and implications for UPEs
  • Division 7A treatment of trust-company loans and the latest ATO guidance
  • Family trust distribution tax and its impact on estate planning strategies
  • Drafting wills, deeds and succession structures to withstand heightened ATO scrutiny
  • Risk management strategies for advisers

Presented By

Natalie Cameron
Legal Practice Director, Elda Legal Brisbane, QLD

Across her career, Natalie has worked with and learned from some of the best in the industry, developing a strong reputation for creating practical solutions to each client’s unique needs. Natalie’s ability to navigate diverse challenges is reflected in her broad client base which includes businesses of various sizes and industries, business owners and high net wealth individuals.

With her comprehensive skill set and committed approach to client care, Natalie stands out in the legal and advisory landscape.

Natalie is a Business Owner, Legal Practice Director, Chartered Tax Adviser and holds a Masters of Accounting.

Who Should Attend?

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.

CPD Information

Accountants can claim up to 1 CPD 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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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