• May 2019

  • Wednesday, 29 May 2019
    29 May 2019 9:00am - 29 May 2019 12:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    The division and disposal of real property and other assets, and the distribution of income, as part of family law proceedings or other arrangements can result in adverse taxation implications if due care is not taken. Every well rounded family lawyer needs this knowledge in their toolkit.

    Although family lawyers are not financial advisers and cannot provide financial advice to clients, settlement agreements must still be drafted in a way that best minimises tax implications for all parties.

    It is imperative that family lawyers have a basic grasp of the essential taxation concepts required, in order to negotiate the best outcome, while minimising financial risk for their clients. This may also minimise risk of a claim of failing to recognise the appropriate financial triggers.

    This ‘must attend’ program for all family lawyers  will cover the following critical topics:

     

    Tax Tips and Traps for Family Lawyers 

    Common tax issues faced by family lawyers including:

    • CGT;
    • Transfers of assets;
    • Spousal maintenance;
    • How to best structure such arrangements for the advantage of all parties involved;
    • And other common financial aspects of family law.

    Presented by: Briana Kotzapavlidis, Principal, Tisher Liner FC Law

    Tax Issues in Family Trusts 

    For every ‘straightforward’ family law property settlement, there is a settlement which can involve a complex web of family trusts giving rise to significant taxation issues.

    This session will address the due diligence that family lawyers must be aware of when advising a client on tax implications that can arise from family trusts, including:

    • Different Trust types;
    • Rollover relief;
    • CGT;
    • Stamp Duty; and
    • Trusts tax triggers.

    Don’t risk missing out on this important event!

    Presented by: F John Morgan, Barrister, Victorian Bar

     

    3.0
    $390.00
    Filling Fast!
  • June 2019

  • Monday, 17 June 2019
    17 Jun 2019 9:00am - 17 Jun 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    An overview of SMSF constraints and related issues. This program is designed to provide a thorough overview of the essentials. The program includes:

    • Restraints on provision of advice regarding SMSFs
    • New SMSF deeds – key attributes
    • Existing SMSF deeds – review issues
    • Control issues & options
    • SMSFs and non-residents
    • Contributions
    • Investment strategies
    • Leases of business real property
    • Funding & security alternatives
    • Instalment warrants – features
    • Fixed unit trusts
    • Documenting investment strategies – investment phase
    • Segregation v non-segregation – investment phase
    • Managing SMSF breaches
    • Use of investment & other reserves
    • Contingency planning for SMSFs
    • Insurance policies
    • Transitional issues
    • Transferring wealth to superannuation at or near retirement
    • Overview – retirement benefits
    • Transition to retirement income streams
    • Income streams commenced at or post retirement
    • Advice regarding superannuation and insurance
    • Asset protection – bankruptcy clawback powers
    • Payment of superannuation death benefits – options
    • Death benefit options
    • Life insurance & superannuation
    • Generating excepted income for minor dependants
    • Control issues – externally managed funds
    • Control issues – SMSFs
    • Second generation SMSFs
    • Forward planning strategies

    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'.

    6.0
    $495.00
  • Monday, 17 June 2019 - Tuesday, 18 June 2019
    17 Jun 2019 9:00am - 18 Jun 2019 3:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This 2 day workshop covers the fundamentals of practising in this challenging practice area. The program includes:

    • 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.

    Presented by: Allana Goldsworthy, Barrister, Victorian Bar


    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'.

    11.0
    $695.00
  • July 2019

  • Friday, 26 July 2019
    26 Jul 2019 9:00am - 26 Jul 2019 3:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Designed for family law practitioners already confident in the basic skills of family law practice, this is a one day workshop. This workshop aims to equip lawyers with the finer skills of making sure your client gets their share.

    Topics include:

    •     preparation
    •     taxation issues
    •     special contributions
    •     farming cases
    •     discretionary trusts
    •     Stanford
    •     financial disclosure
    •     valuation evidence
    •     superannuation
    •     bankruptcy
    •     expert witness
    •     costs
    •     mareva injunctions and anton piller orders
    5.5
    $495.00
  • August 2019

  • Thursday, 15 August 2019
    15 Aug 2019 9:00am - 15 Aug 2019 4:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Early bird price available until Friday 28 June: $665 (incl. GST)

    Full Price: $695 (incl. GST)

    Family Law Legislation Updates and New Developments for 2019 

    This session will address recent and emerging legislative developments and updates including:

    • Family Law Amendment (Family Violence and Cross examination of Parties) Act 2018;
    • The Children Legislation Amendment (Information Sharing) Act 2018 (Vic);
    • Fee contributions and changes to the cost of an Independent Children’s Lawyer
    • The Family Assistance and Child Support Legislation Amendment (Protecting Children) Act 2018;
    • Key updates including extensions to the Family Law Amendments (2018 Measures No1) Rules 2018.
    • Family Violence Plan released by the Family Court and Federal Circuit Court of Australia
    • A review of the Residential Tenancy Legislation Amendment (Family Violence) Bill 2018; and
    • Amendments to the Restraining Order Legislation.

    Family Law Reform and Restructure-Next Steps and Impact on Practitioners and Clients 

    Hear from a leading Family Law Practitioner on the ongoing challenges arising from the proposed restructure of the Family Law system.

    The Australian Law Reform Commission Review’s Final Report, Family Law for the Future – An inquiry into the Family Law System was released in March 2019.

    How many of the final 60 recommendations within the report are likely to be adopted and if so, when? What impact would these changes have on you and your clients?

    Family Law Judgements - Case Update 2019 

    This session will provide a review of recent, significant cases and trends up to August 2019 from the Family Court of Australia and the Federal Circuit Court.

    This case update will include:

    Property Matters                         

    • Scott & Scott [2019] FamCAFC 9
    • Bullow & Bullow [2019] FamCAFC 3
    • Sully & Sully [2018] FamCA 786
    • Tamaris & Tamaris [2018] FCCA 3696

    Taxation related matters

    • Commissioner of Taxation for the Commonwealth of Australia v Tomaras [2018] HCA 62

                Sperm donor related matters

    • GLS v Russell-Weisz and Ors [2018] WASC 79
    • Re Cresswell [2018] QSC 142
    • ‘Masson’ and ‘Parsons’ [2019] HCA

                Children’s Matters

    • Cao & Cao [2019] FamCAFC 252
    • Ardagh (No.2) [2018] FamCAFC 160

    Drafting Session

    Binding Child Support Agreements to include Termination Event Clauses  

    This session will provide practical guidance and examples on what to include in Binding Child Support Agreements since the legislative changes outlined in the Family Assistance and Child Support Legislation Amendment (Protecting Children) Act 2018 which commenced 1 July 2018.

    This session will also address the impact caused by the retrospectivity of the legislation on Binding Child Support Agreements entered into pre-1 July 2018.

     

    Superannuation Splitting Orders  

    This session will look at the nuances in crafting theses Orders so that they comply with the legislative requirements of the Family Law Act 1975.

    The consequences of getting theses Orders wrong can be significant and this session will provide essential drafting tips and traps.

    Extended Family Impact On Financial Contributions and Children’s Care Arrangements 

    This session will look at the impact of the extended family dynamic as it relates to the issue of financial contributions from family members to a party in family law matters. How are the contributions treated by the court and what are the common types of contributions claimed by parties in dispute.

    The session will also address the issues that can arise when a parent is actually being supported by family members in providing parental care, instead of the parent taking responsibility and doing it themselves. How do you deal with issues of evidence and determining at what point that parent is not actually providing the parental responsibility.

    Self-Service Evidence Gathering 

    Recording conversations:

    What advice should you give when your client seeks your advice on whether they can record private conversations to use as evidence or as a pressure tactic? Jurisdictional legislative differences can also impact when a conversation is recorded in one state or territory, to be used in another state or territory.

     

    Surveillance:

    What would you advise your client if they asked whether they could use a surveillance device to track an ex-partner? Or if they believe they are being monitored? What are the legal parameters around the use of surveillance devices by parties seeking to obtain evidence to their advantage?  

    Ethical Considerations for Family Lawyers  

    This session will provide insights and guidance for best practice, both for the client and for the practitioner. As Family Law legislation develops and changes, Family Law clients continue to be distressed, the caseload continues to be demanding, and complaints can arise. As a Family Law practitioner, it is essential to implement effective policies, build resilience and maintain wellbeing across our workplaces.

    • What does a successful outcome for all parties look like?
    • Practical guidance on how to reduce the risk of a complaint
    • Developing a personalised and proactive approach to managing vicarious traumatisation and build resilience
    • Think innovation!

    Presented by: Victorian Legal Services Board + Commissioner

    6.0
    $665.00
    Early Bird Price Available - Expires 28 June 2019! Filling Fast!
  • September 2019

  • Monday, 2 September 2019
    2 Sep 2019 9:00am - 2 Sep 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    At the completion of this workshop, you should be able to understand and explain to a client:

    • The basic characteristics of a trust.
    • The range of trusts available.
    • The similarities, differences between some of the desirable attributes of a family trust and other types of trust.
    • The different types of family and other types of trusts and when the different types might be used.
    • Maintaining a trust (including documenting decisions taken at meetings, over-viewing the various accounting requirements and satisfying the requirements under the Corporations Law); amending a Family Trust Deed.
    • Termination of a trust.
    • The key aspects of the Income Tax Assessment Act as it relates to income and capital gains of Trusts.

     

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

    6.0
    $495.00
  • Tuesday, 17 September 2019
    17 Sep 2019 9:00am - 17 Sep 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    An overview of SMSF constraints and related issues. This program is designed to provide a thorough overview of the essentials. The program includes:

    • Restraints on provision of advice regarding SMSFs
    • New SMSF deeds – key attributes
    • Existing SMSF deeds – review issues
    • Control issues & options
    • SMSFs and non-residents
    • Contributions
    • Investment strategies
    • Leases of business real property
    • Funding & security alternatives
    • Instalment warrants – features
    • Fixed unit trusts
    • Documenting investment strategies – investment phase
    • Segregation v non-segregation – investment phase
    • Managing SMSF breaches
    • Use of investment & other reserves
    • Contingency planning for SMSFs
    • Insurance policies
    • Transitional issues
    • Transferring wealth to superannuation at or near retirement
    • Overview – retirement benefits
    • Transition to retirement income streams
    • Income streams commenced at or post retirement
    • Advice regarding superannuation and insurance
    • Asset protection – bankruptcy clawback powers
    • Payment of superannuation death benefits – options
    • Death benefit options
    • Life insurance & superannuation
    • Generating excepted income for minor dependants
    • Control issues – externally managed funds
    • Control issues – SMSFs
    • Second generation SMSFs
    • Forward planning strategies

    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'.

    6.0
    $495.00
  • October 2019

  • Monday, 28 October 2019
    28 Oct 2019 9:00am - 28 Oct 2019 3:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Designed for family law practitioners already confident in the basic skills of family law practice, this is a one day workshop. This workshop aims to equip lawyers with the finer skills of making sure your client gets their share.

    Topics include:

    •     preparation
    •     taxation issues
    •     special contributions
    •     farming cases
    •     discretionary trusts
    •     Stanford
    •     financial disclosure
    •     valuation evidence
    •     superannuation
    •     bankruptcy
    •     expert witness
    •     costs
    •     mareva injunctions and anton piller orders
    5.5
    $495.00
  • November 2019

  • Monday, 18 November 2019 - Tuesday, 19 November 2019
    18 Nov 2019 9:00am - 19 Nov 2019 3:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This 2 day workshop covers the fundamentals of practising in this challenging practice area. The program includes:

    • 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'.

    11.0
    $695.00
  • Tuesday, 26 November 2019
    26 Nov 2019 9:00am - 26 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    At the completion of this workshop, you should be able to understand and explain to a client:

    • The basic characteristics of a trust.
    • The range of trusts available.
    • The similarities, differences between some of the desirable attributes of a family trust and other types of trust.
    • The different types of family and other types of trusts and when the different types might be used.
    • Maintaining a trust (including documenting decisions taken at meetings, over-viewing the various accounting requirements and satisfying the requirements under the Corporations Law); amending a Family Trust Deed.
    • Termination of a trust.
    • The key aspects of the Income Tax Assessment Act as it relates to income and capital gains of Trusts.

     

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

    6.0
    $495.00