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Recorded Webinars

Recorded Webinar: Managing the Long Reach of Division 7A and UPEs in the Estate Plan

An increasing number of private family groups have unpaid present entitlements and Division 7A loans, with no strategy in place as to how to eliminate these sitting time bombs in the estate plan. This session considers how Division 7A and UPEs can impact on the estate plan, and t
PRESENTED BY Allan Swan Director - Estate Planning Equation , Melbourne

Date/Time

About the Webinar

An increasing number of private family groups have unpaid present entitlements and Division 7A loans, with no strategy in place as to how to eliminate these sitting time bombs in the estate plan. This session considers how Division 7A and UPEs can impact on the estate plan, and the planning strategies advisers should be implementing now to avoid tax headaches down the track. It covers:

  • Tidying up Div 7A loans and application of debt forgiveness rules
  • Section 100A issues
  • Should you forgive UPEs and soak up carry forward losses now?
  • Does forgiveness of an unpaid present entitlement in the will constitute a specific gift for the purposes of family provision claims?
  • Are there any tax consequences triggered on forgiveness of an unpaid present entitlement?
  • Managing unpaid present entitlements in bucket companies
  • Impact of unpaid present entitlements on value of the estate
  • Bankruptcy implications

Presented By

Allan Swan
Director, Estate Planning Equation Melbourne, Vic

Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law:

  • Asset Protection
  • Deceased Estate Taxation
  • Dispute Prevention
  • Estate Planning
  • Preventative Law Strategy
  • Special Disability & Protective Trusts
  • Structuring
  • Superannuation
  • Tax Considerations
  • Testamentary & Family Trusts

Allan also provides practitioner training and speaking services in the above areas and is an adjunct lecturer in the College of Law’s applied law master’s program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.

Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

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/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.

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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