• November 2019

  • 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
  • February 2020

  • Tuesday, 11 February 2020
    11 Feb 2020 9:00am - 11 Feb 2020 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

     

    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'.

    5.5
    $525.00
  • March 2020

  • Monday, 16 March 2020
    16 Mar 2020 9:00am - 16 Mar 2020 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.

     

    5.5
    $525.00
  • Tuesday, 24 March 2020
    24 Mar 2020 9:00am - 24 Mar 2020 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
    $525.00