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Recorded Webinars

Recorded Webinar: Smarter Tax Planning: Strategies to Prevent Missed Concessions and Costly Surprises

Most tax problems don’t arise because advisers get the law wrong — they arise because a key planning step wasn’t taken early enough. This session focuses on the practical points where foresight matters most, where a failure to plan can lock clients out of concessions, trigger avoi
PRESENTED BY Peter Azam Senior Lawyer - Moores , Melbourne

Date/Time

About the Webinar

Most tax problems don’t arise because advisers get the law wrong — they arise because a key planning step wasn’t taken early enough. This session focuses on the practical points where foresight matters most, where a failure to plan can lock clients out of concessions, trigger avoidable tax bills, or complicate intergenerational wealth transfers. With a focus on realistic, high-impact strategies, this session brings clarity to the planning steps practitioners should consider before transactions occur and before clients make strategic decisions. Topics include:

  • How careful planning is critical in changing individual tax residency – from CGT perspective and managing your main residence exemption
  • Estate planning strategies where timing and foresight are critical, including managing the adult non-dependent child super death benefit tax issue, planning for non-resident family members, and using testamentary trusts effectively, including managing potential implications of section 99B in this context
  • Trust loss planning, control tests, and how patterns of distribution influence future deductibility, and how it interacts with the trust laws such as fiduciary obligations of the trustee
  • How distribution of trust income can become costly under anti-avoidance provisions in Division 7A and section 100A of Tax Acts and how to effectively manage 
  • When restructuring should be considered, including choosing between rollovers, and recognising when an existing structure is no longer fit for purpose
  • Preventing long-term issues with family trust elections and interposed entity elections through early, deliberate structuring
  • Practical case studies illustrating how small planning decisions can significantly change tax outcomes

Presented By

Peter Azam
Senior Lawyer, Moores Melbourne, Vic.

Peter specialises in Estate Planning and Structuring and is an expert in Taxation, assisting clients with complex financial needs.

Peter has extensive experience helping large family groups and connected entities with structuring, restructuring, succession planning and taxation of their complex structures both locally and offshore. This experience helps Peter to provide clients with well-rounded and effective solutions, tailored to their specific circumstances.

Peter is immersed in taxation law both within and outside of Moores. He has a Masters in Taxation Law and teaches Taxation Law in the Masters of Accounting program at a leading business school as adjunct lecturer.

Peter’s approach to helping clients is holistic, leveraging his expertise across various specialist areas including trusts, self-managed superannuation and taxation. By understanding the full picture of each client's financial situation and long-term goals, he provides strategic advice that integrates all aspects of their estate planning needs.

Who Should Attend?

This webinar is suitable for accountants and lawyers 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 1.25 CPD hours

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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