CPD Programs

This interactive and practical workshop covers the essentials, including the following topics:

• Conduct title searches
• Make applications for certificates and permits from statutory authorities
• E-conveyancing and VOI (Verification of Identity)
• Prepare contracts of sale of real estate
• Draft vendors' statements
• Draft transfers of land
• Attend to mortgage documentation
• Attend to settlement procedures, stamping and registration
• Attend to Post settlement procedures
• PEXA Overview

This workshop introduces practitioners to all aspects of the conveyancing process from property ownership, how the Sale of Land Act 1962 is applied to contracts for the sale of real estate, searches and lodgement of forms, as well as providing an overview of a conveyancing process from initial instructions to post settlement.

During this workshop, a representative from PEXA will address the key changes to property-related transactions and will guide you through the PEXA processes and procedures as they currently stand.

This workshop is ideal for legal practitioners new to practice in this area or those requiring a refresher, as well as those who wish to work in a legal office or conveyancing department in senior conveyancing role.

Topics covered are:

•     Ownership - 4 key types
•     Key planning issues
•     Superannuation death benefits
•     Drafting exercise - binding death benefit nomination
•     Estate planning and existing family/hybrid trusts
•     Key attributes for wills and testamentary trusts
•     Drafting exercise - beneficiary controlled testamentary trust
•     Vulnerable beneficiaries
•     Means tested pension eligibility - operation of deeming rules
•     Income tax concessions
•     Capital gains tax
•     Enduring powers of attorney
•     Philanthropic or charitable trusts
•     Executors' responsibilities
•     Insurance death benefits trusts
•     After the event estate planning

Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law

Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

• Intestacy
• Domestic partners
• Using will precedents
• Common drafting practices
• Considerations in preparing a will
• Codicils
• Execution
• Revocation
• Alteration
• Rectification
• Wills storage
• Testamentary capacity
• Undue influence
• Executor's duties
• Executor's commission
• Powers of trustees
• Essential and optional provisions and clauses
• Costing the file
• Basic estate planning
• Legal professional responsibilities
• Powers of Attorney

Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

• Applicable legislation
• Family Court and Federal Circuit Court systems and procedures
• Preparation of documents (including divorce applications, initiating applications and affidavits relating to children, maintenance property settlement, enforcement and contempt, and injunctions)
• Service of documents
• Attending court hearings
• Client interviews
• Briefing counsel
• Financial agreements
• Intervention orders
• Costing the file
• Risk management

Note: This workshop runs for two days.

Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

Learning outcomes include:

• Build confidence in reading and interpreting financial information.
• Explain the underpinning accounting principles & assumptions.
• Explore the purpose and development of a general purpose financial report.
• Examine the relationship between the balance sheet, income statement, cash flow statement & changes in shareholder equity.
• Explain how the information contained in the four main financial statements are analysed and interpreted.
• Non-financial performance indicators.

Topics covered are:

• Financial reports – accounting principles generally, financial statements and users of financial statements, income statements, balance sheets and cash flow statements.
• Putting it into practice – case study, account standards, tax versus accounting profits, asset measurement and valuation methods.

Presented by: Lachlan McColl, Director, Value ADE

Please note that no refunds or transfers are available for this program.

• Applications for grants of probate and letters of administration
• Role of executor and administrator
• Advertising
• Preparing documents
• Asset collection
• Transfers of real estate
• Taxation issues
• Costing files
• Final accounts
• TFM and dealing with assets

Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates

This interactive and practical workshop covers the essentials, including the following topics:

• Conduct title searches
• Make applications for certificates and permits from statutory authorities
• E-conveyancing and VOI (Verification of Identity)
• Prepare contracts of sale of real estate
• Draft vendors' statements
• Draft transfers of land
• Attend to mortgage documentation
• Attend to settlement procedures, stamping and registration
• Attend to Post settlement procedures
• PEXA Overview

This workshop introduces practitioners to all aspects of the conveyancing process from property ownership, how the Sale of Land Act 1962 is applied to contracts for the sale of real estate, searches and lodgement of forms, as well as providing an overview of a conveyancing process from initial instructions to post settlement.

During this workshop, a representative from PEXA will address the key changes to property-related transactions and will guide you through the PEXA processes and procedures as they currently stand.

This workshop is ideal for legal practitioners new to practice in this area or those requiring a refresher, as well as those who wish to work in a legal office or conveyancing department in senior conveyancing role.