• September 2019

  • 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