Craig has been an estate and commercial lawyer for over 24 years including 15 years as Principal of Spink Legal. Craig’s practice focusses on all areas of estate law including estate planning, administration and litigation, Court proceedings including will interpretation actions. He has an extensive commercial practice including business and share sales and the preparation of commercial agreements including shareholder agreements and business succession agreements for professional practices.
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Recorded Webinars
Recorded Webinar: A Place to Call Home: Main Residence and Death
The main residence is often the most valuable asset in an estate, and sometimes the only asset. Special tax treatment applies on death, and thought must go into planning where one spouse survives the other. With further reforms on the horizon, it’s never been more important for ad
PRESENTED BY
Craig Spink
Principal -
Spink Legal
, Brisbane
Date/Time
About the Webinar
The main residence is often the most valuable asset in an estate, and sometimes the only asset. Special tax treatment applies on death, and thought must go into planning where one spouse survives the other. With further reforms on the horizon, it’s never been more important for advisers to understand how to factor in the main residence in the estate plan. It covers:
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What constitutes the main residence/dwelling?
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The effect of title arrangements in estate planning: joint tenancies and joint proprietors
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What to do where one spouse survives the other and what are the most beneficial options:
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Title and ownership
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Life Interest
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Right to occupy
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Impact of holding and sale on pension and aged care fees
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Replacement residences - tax implications
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Death, CGT and the main residence exemptions:
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What are the relevant dates and time limits? Pre and post CGT considerations
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Full and part exemptions - when do they apply?
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Extension of exemption and Commissioner’s discretion
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Cost base
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Main residences in a testamentary trust
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Impact of Treasury Laws Amendment (Reducing Pressure on Housing Affordability) Bill 2019
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Case study
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Tips for preservation of asset value
Presented By
Craig Spink
Principal, Spink Legal Brisbane, QLDWho 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.
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]