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Recorded Webinars

Recorded Webinar: Divorce and Relationship Breakdowns - Dividing the Wealth and Untangling the Tax

It’s not news that relationship breakdowns can be messy. However, throw a business entity or two into the mix and it is not just the relationship that may have unravelled. This session explores the issues and some tips along the way, including: How does CGT apply for assets:
PRESENTED BY Paul Hockridge Principal - Hockridge Advisory , Melbourne

Date/Time

About the Webinar

It’s not news that relationship breakdowns can be messy. However, throw a business entity or two into the mix and it is not just the relationship that may have unravelled. This session explores the issues and some tips along the way, including:

  • How does CGT apply for assets:
    • divided under a private or informal arrangement?
    • using the CGT relationship breakdown rollover?
  • How does the CGT rollover work if the asset is transferred:
    • from a company?
    • from a unit or fixed trust?
    • from a discretionary trust?
    • to an entity nominated by a spouse (Ellison v Sandini Pty Ltd [2018] FCAFC 44)
  • What if the asset transferred is not subject to CGT (i.e., depreciating assets)?
  • Do the tax implications differ if a private company transfers money or property under a court order to:
    • a shareholder spouse (TR 2014/5), or
    • a non-shareholder spouse?
  • How do the franking credit rules apply to amounts paid from a company as a result of a marriage or relationship breakdown?
  • Are cost base adjustments required for shares when property is transferred from a company under a family law obligation?
  • The impact of marriage or relationship breakdowns on family trust elections
  • Case study

Presented By

Paul Hockridge
Principal, Hockridge Advisory Melbourne, Vic

Paul Hockridge, the principal at Hockridge Advisory, a chartered accountant and chartered tax advisor, has over 30 years specialist tax advisory experience.

For over 20 years he was a partner in Big 4 and second tier chartered accounting firms and a multi-family office. Paul’s focus is on assisting high wealth families and private businesses and the accounting and law firms which advise them. Paul also provides litigation support services.

Paul is also a senior fellow in the Law School at the University of Melbourne, where he teaches in the Masters program.

Who Should Attend?

This webinar is suitable for accountants advising in taxation matters – Australia wide. 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. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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