Chat with us, powered by LiveChat

Business Advisory

2019
  • Dealing with Historical Loans and Unpaid Present Entitlements in the Changing Division 7A Landscape

Presented by Jacci Mandersloot, Director, MC Tax Advisors

  • Small Business Restructuring in the Shadows of a Federal Election

Presented by Neil Brydges, Principal Lawyer and Denise Tan, Senior Associate, Sladen Legal

  • Tax Effective Structuring Strategies for Asset Protection: Managing Business Owner Risks

Presented by Ross Higgins, Partner, Private Advisory, Mills Oakley

Paper Code: CD195AV01

Price: $99.00

Order Paper
  • Pre-Sale Restructuring: Does Your Client Need it?

Presented by Matthew McKee, Partner, Brown Wright Stein Lawyers; CTA

  • Managing Earnouts in a Tax Effective Way

Presented by Adrian Bailey, Partner, Cleary Hoare Solicitors; CTA

  • Preparing a Business for Sale

Presented by Andrew Jones, Director and Demetria Kanagasabai, Principal, PKF

  • What is Your Client’s Greatest Business Asset? How to Make Your Client’s Business More Valuable

Presented by Tony Arena, Managing Director, BCI, Licensed Business Broker

  • Negotiating an M&A Transaction Agreement: What Accountants Need to Know

Presented by Kristy Dixon, Partner, Marque Lawyers

Paper Code: CD196AN02

Price: $55.00

Order Paper
2018
  • Growing the Family Business: Debt vs Equity

Susan Pearson, Partner, Pearson Emerson Meyer; Accredited Specialist in Family Law; Collaborative Lawyer; Preeminent Family & Divorce Lawyer, Doyle’s Guide 2018
Michael Perkins, Head of Private Client Practice, Nexus Law Group
Michael Barone, Tax Director, Deloitte

  • A Practical Guide to Planning for Divorce: Asset Planning and Financial Settlements

Presented by Susan Pearson, Partner, Pearson Emerson Meyer; Accredited Specialist in Family Law; Collaborative Lawyer; Preeminent Family & Divorce Lawyer, Doyle’s Guide 2018

  • Wills, Succession and Family Wealth Governance

Presented by Michael Perkins, Head of Private Client Practice, Nexus Law Group

  • Selling the Family Business: Shares vs Assets

Presented by Stuart Le Cornu, Partner, Fordham

Paper Code: CD1811AN01

Price: $55.00

Order Paper
  • Practical Division 7A Strategies in the Family Business Context

Presented by Sean Pearce, Director and Chris Schoeman, Tax Manager, MKT Taxation Advisors

  • The Family Accountant and The Family Lawyer Working Together: Finalising a Financial Settlement in Family Law Proceedings

Presented by William Carr, Managing Director, Carr & Co Divorce & Family Lawyers; Preeminent Family & Divorce Lawyer, Doyle’s Guide

  • Estate Planning, Wills, and Deeds of Family Arrangement

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; CTA; Accredited Specialist in Tax Law and Business Law

Paper Code: CD1811AW02

Price: $27.50

Order Paper
  • What is the Right Structure for Your Client’s Family Business?

Presented by Joelle Tabone, Partner, Business Advisory Services, HLB Mann Judd

  • Practical Division 7A Strategies in the Family Business Context

Presented by Mark Gioskos, Senior Associate and Nicholas Dodds, Associate, Thomson Geer

Paper Code: CD1811AV01

Price: $27.50

Order Paper
  • What is the Right Structure for Your Client’s Family Business?

Presented by Andrew Burns, Senior Manager – Tax Consulting, HLB Mann Judd

  • Raising Funds as a Private Company in Australia

Presented by Peter Hagias, Senior Lawyer and Nicholas Cardone, Lawyer, Kit Legal

  • Intergenerational Divorce: What Every Accountant Needs to Know

Presented by Andrew Barnes, Partner, BBS Lawyers; Preeminent Family & Divorce Lawyer, Doyle’s Guide 2017 

  • Is the Family Business Ready for Sale? Correctly Advising Your Client

Presented by Ben Wilson, Partner, CCK Lawyers; CTA

Paper Code: CD1811AS01

Price: $55.00

Order Paper

Date: September 2018
PAST PAPER

Small Business Restructure Rollover: A Practical Guide

Presented by George Kolliou CTA, Director, AG Tax Lawyers

Commercial Implications to Consider when Restructuring

Presented by Ross Higgins CTA, Partner and Diana Diaz, Associate, Mills Oakley

Use of Small Business CGT Concessions

Presented by Jacci Mandersloot, Director, MC Tax Advisors

Paper Code: CD189AV01

Price: $27.50

Order Paper

Date: June 2018
PAST PAPER

Tax Considerations in the Acquisition of an Established Business

Presented by Mark Reynolds, Principal- Tax Advisory, Crowe Horwath

Business Structuring: Beginning with the End in Mind

Presented by Patrick Ellwood, Director and Co-Founder, View Legal

Paper Code: CD186AQ01

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Tax Tips and Traps

Presented by Tom May, Head of Tax, Madgwicks Lawyers

The Impact of Insolvency on Shareholder Agreements

Presented by Penelope Pengilley, Consulting Principal, Keypoint Law

Paper Code: CD183V03

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Shareholder Agreements: Threshold Issues

Presented by Stephen Knight, Partner, MinterEllison

Dispute Resolution: Practical Insights and Case Studies

Presented by Robert Gallagher, Partner, Thomson Geer

Paper Code: CD183Q26

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Drafting Shareholder Agreements Workshop: Part 1: Preparation of Shareholder Agreements in Practice

Drafting Shareholder Agreements Workshop: Part 2: Shareholder Entry and Exit Strategies

Presented by John Graves, Principal, Bradfield & Scott Lawyers; Accredited Specialist in Business and Property Law and Michael Neylan, Partner, K&L Gates; Best Lawyers 2017, Transportation Law

Disputes and Resolution Techniques

Presented by Mark Addison, Partner, DibbsBarker

Paper Code: CD183N16

Price: $55

Order Paper

Date: June 2018
PAST PAPER

OPENING ADDRESS: VIEW FROM THE BENCH: "Is it Time to Review the Family Court's Approach to Family Violence in Property Cases?"

Presented by The Honourable Justice Robert McClelland, Judge of the Family Court of Australia

Family Law and the Older Generation

Presented by Alan Wright, Special Counsel and Accredited Specialist in Family Law, Catherine Henry Lawyers

LEGAL, LAW ENFORCEMENT AND THERAPIST PRESPECTIVES: Domestic Violence: Intimate Terrorism

Rachel Dart, Barrister, Cullwulla Chambers, Recommended, Doyles Guide 2018

Interim Financial Applications

Presented by Lynette Judge, Barrister, Lachlan Macquarie Chambers

CHAIR AND OPENING ADDRESS: THE JUDGE'S PERSPECTIVE: Opening Address: Stanford, Short Marriages and Marriage Like Relationships

Presented by The Honourable Grant Riethmuller, Judge of the Federal Circuit Court of Australia

Chaos and Reform in the Modern, Overworked Court System

Presented by Michael Paul, Special Counsel, Mills Oakley: Accredited Specialist in Family Law

The LGBTIQ Community, Family Law and the Courts
Examine the latest cases, trends and developments involving LGBTIQ issues related to family law.

Presented by Melissa Gillies SC, Culwulla Chambers; Leading Family Law Senior Counsel, Leading Parenting & Children's Matters Barrister, Doyle's Guide 2018

Paper Code: CD186N04

Price: $99

Order Paper

Date: March 2018
PAST PAPER

How to Deal Ethically with Your Clients and the Other Side

Presented by Adam Somerville-Brown, Senior Associate, Kim Wilson & Co; Accredited Family Law Specialist

Complaints: An Opportunity for Improvement

Presented by John Butler, Special Counsel, Butlers Solicitors

How to Build a Strong Case: Evidence Strategies and Traps

Presented by Rachel Oakley, Barrister, John Toohey Chambers

Paper Code: CD183W39

Price: $55

Order Paper

Date: March 2018
PAST PAPER

How to Draft Applications for Interim Financial Relief

Presented by Nicholas Rodda, Partner, O'Sullivan Davies

Professional Negligence Claims Against Family Lawyers

Presented by John Butler, Special Counsel, Butlers Solicitors

Paper Code: CD183W10

Price: $55

Order Paper

Date: March 2018
PAST PAPER

How to Take Adequate Instructions and Advise on Entitlement

Presented by Caroline Counsel, Managing Partner, Caroline Counsel Family Lawyers

How to Manage Matrimonial Property Settlements: The Accountant's Perspective

Presented by Darryn Hockley, Partner, Grant Thornton

Busting a Binding Financial Agreement: When a Financial Agreement is Binding and How to Set One Aside

Presented by Dr Robin Smith, Barrister, Owen Dixon Chambers East

PANEL DISCUSSION: Alternatives to Litigation: How to Select and Implement the Best Style for your Client

Panellists:
Emma Swart, Barrister, Nationally Accredited Mediator and Family Law Arbitrator, FDRP
Dr Robin Smith, Barrister, Owen Dixon Chambers East
Stephen Winspear, Principal, Moores

Paper Code: CD183V32

Price: $99

Order Paper

Date: March 2018
PAST PAPER

Looking Beyond Veil: Identifying the Real Assets

Presented by Barry Berger, Partner, Berger Kordos Lawyers

Property Settlements Involving International Issues

Presented by John Spender, Partner, Kennedy Partners; Recommended Family & Divorce Lawyer, Doyle's Guide 2017

Analysis of Recent Family Law and Property Division Cases: Focusing on Relevant Issues

Presented by Brendan King, Principal, Belleli King & Associates and Therese Borger, Associate, Kennedy Partners

PANEL DISCUSSION: Section 79(2) and Stanford: Recent Interpretation and Application in Practice

Therese Borger, Associate, Kennedy Partners
Brendan King, Principal, Belleli King & Associates

Conflicts of Interest

Presented by Rose Lockie, Partner, Gadens; Leading Family & Divorce Lawyer, Doyle's Guide 2017

Paper Code: CD183V06

Price: $99

Order Paper

Date: March 2018
PAST PAPER

Dealing Ethically with Your Clients and the Other Side

Presented by Pippa Colman, Director, Pippa Colman & Associates Law Practice; Family Law Accredited Specialist

How to Understand Your Team's, Your Firm's or Your Client's Company/Trust Financial Statements

Presented by Joseph Box, Partner & National Head of Forensic Consulting, Grant Thornton

How to Build a Strong Case: Evidence Strategies and Traps

Presented by Greg Shoebridge, Barrister, 19 Inns Chambers; Recommended Family Law Junior Counsel, Doyle's Guide 2017

Paper Code: CD183Q28

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Lifting the Veil and the Struggle for Control of Property

Presented by Stephen Page, Partner, Harrington Family Lawyers; Accredited Family Law Specialist

Analysis of Recent Family Law and Property Division Cases: Focusing on Relevant Issues

Presented by Wendy Miller, Special Counsel, Damian Greer Family Solicitors; Accredited Family Law Specialist

Insights into Managing A Family Law Practice

Presented by Kay Feeney, Principal, Feeney Family Lawyers

Paper Code: CD183Q10

Price: $99

Order Paper

Date: March 2018
PAST PAPER

How to Understand Company/Trust Financial Statements

Presented by Nick Gaudion, Director, Cutcher & Neale Accounting and Financial Services

How to Build a Strong Case: Evidence, Strategies and Traps

Presented by Richard Maurice, Barrister, Edmund Barton Chambers; Recommended Family Law Mediator and Junior Counsel, Doyle's Guide 2017

Paper Code: CD183N45

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Applications for Interim Financial Relief

Presented by Collette McFawn, Partner, Lander & Rogers; Accredited Specialist in Family Law; Leading Family & Divorce Lawyer, Doyle's Guide 2017

Analysis of Recent Family Law and Property Division Cases: Focusing on Relevant Issues

Presented by Ian Coleman SC, Culwulla Chambers

Family Law Arbitration: Best Practices

Presented by The Hon Peter Rose AM QC, Former Justice of the Family Court, Mediator and Conciliator, Adjunct Professor University of Sydney Law School

Professional Negligence Claims Against Family Lawyers

Presented by Janice Purvis, Manager, Practice Support Services, LawCover and Jacqueline Dawson, Solicitor Director, Sexton Family Law

Family Law Firms - Profitable and Valuable by Nature or by Design?

Presented by Andrew Chen, Partner, Crowe Horwath and Lauren Cusack, Client Director, ESV Accounting and Business Advisors

Paper Code: CD183N29

Price: $99

Order Paper
2017

Date: November 2017
PAST PAPER

The Twists and Turns: Update on Family Case Law

Presented by Neil Jackson, Barrister, Frederick Jordan Chambers

International and Interstate Relocation Cases

Presented by Maurice Edwards, Special Counsel, Watts McCray Lawyers; Accredited Family Law Specialist

Family Law and Cultural Appropriateness in Multi-Cultural Australia

Drugs, Family Violence and Parental Responsibility

Presented by Jodylee Bartal, Special Counsel and Rachell Davey, Special Counsel- Family & Relationship Law, Lander & Rogers

Paper Code: CD1711N06

Price: $99

Order Paper

Date: November 2017
PAST PAPER

The Twists and Turns: Update on Family Case Law

Presented by Neil Jackson, Barrister, Frederick Jordan Chambers

International and Interstate Relocation Cases

Presented by Maurice Edwards, Special Counsel, Watts McCray Lawyers; Accredited Family Law Specialist

Family Law and Cultural Appropriateness in Multi-Cultural Australia

Presented by Terese Messner, Barrister, Family Law Chambers

Paper Code: CD1711N06A

Price: $55

Order Paper

Date: November 2017
PAST PAPER

Setting Aside Binding Financial Agreements

Presented by The Hon Matt Foley, Barrister, Brisbane Chambers; former Attorney-General of Queensland and Arts Minister

Alteration of Property Interests: Practical Considerations

Presented by Ann-Maree McDiarmid, Barrister, Inns of Court

Real Life Problems in Property Valuations

Presented by Kay Feeney, Director, Feeney Family Law, Accredited Specialist in Family Law

Conflicts of Interest and Applications to Restrain a Solicitor Acting for the Other Party

Presented by Guy Waterman, Barrister, Inns of Court Brisbane

Paper Code: CD1711Q04

Price: $55

Order Paper

Date: November 2017
PAST PAPER

Update on Recent Cases in the Family Court and Federal Circuit Court

Presented by Paul Fildes, Partner and Carly Boekee, Associate, Taussig Cherrie Fildes Lawyers

Relocation Cases: International and Interstate

Presented by Emma Swart, Barrister, Foley's List

Surrogacy Arrangements and Parentage under the Family Law Act

Presented by Robin Smith, Barrister, Holmes List

Drugs, Family Violence and Parental Responsibility

Presented by Rebecca Badenoch, Partner, Logie-Smith Lanyon Lawyers; Accredited Family Law Specialist

Damages Claims in Domestic Violence: Personal Injury and Accrued Jurisdiction

Presented by Robyn Wheeler, Barrister, Foley's List

Managing Concurrent Proceedings in Family Violence Litigation

Presented by David Goddard, Barrister, Holmes List

Paper Code: CD1711V09

Price: $55

Order Paper

Date: November 2017
PAST PAPER

Update on Recent Cases in the Family Court and Federal Circuit Court

Presented by Paul Fildes, Partner and Carly Boekee, Associate, Taussig Cherrie Fildes Lawyers

Relocation Cases: International and Interstate

Presented by Emma Swart, Barrister, Foley's List

Surrogacy Arrangements and Parentage under the Family Law Act

Presented by Robin Smith, Barrister, Holmes List

Paper Code: CD1711V09A

Price: $27.50

Order Paper

September 2017
PAST PAPER

National Family Law Series: Property Matters, Practice and Procedure

A New System? Affordable Family Law? Proposed Amendments to the Family Law Act explained

Presented by Richard Maurice, Barrister, Edmund Barton Chambers

Left in Debt When the Relationship Breaks Down: The Treatment of Debt in Property Adjustment Cases

Presented by Christopher Othen, Barrister, Waratah Chambers

The Impact of Legal Profession Uniform Law on Family Law Costs

Presented by Michael Paul, Special Counsel, Mills Oakley; Accredited Family Law Specialist; Fellow of the International Academy of Matrimonial Lawyers (IAML)

Complex Property Settlements

Cross-Vesting and Jurisdiction

Presented by Natasha Case, Barrister, Greenway Chambers

Binding Financial Agreements: Update on the Family Law Act

Presented by Gillian Eldershaw, Barrister, Culwulla Chambers

Assessing Interests and Contributions in Family Law Property Cases

Presented by Dr Martha Barnett, Barrister, Culwulla Chambers

Paper Code: CD179N15

Price: $99

Order Paper

September 2017
PAST PAPER

A New System? Affordable Family Law? Proposed Amendments to the Family Law Act explained

Presented by Richard Maurice, Barrister, Edmund Barton Chambers

Left in Debt When the Relationship Breaks Down: The Treatment of Debt in Property Adjustment Cases

Presented by Christopher Othen, Barrister, Waratah Chambers

The Impact of Legal Profession Uniform Law on Family Law Costs

Presented by Michael Paul, Special Counsel, Mills Oakley; Accredited Family Law Specialist; Fellow of the International Academy of Matrimonial Lawyers (IAML)

Paper Code: CD179N15A

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Disclosure, Company Financial Statements and Forensic Accountants: Is There A Better Way?

Presented by Jeff Mepham, Forensic Accountant, Cutcher & Neale Accounting and Financial Services

Untangling the Discretionary Trust: Valuing the Trust and Trust Assets

Presented by Melinda Di Condio, Special Counsel -Divorce & Family, HortonRhodes

'Divorcing' a Spouse from a Company or Trust: The Tax Issues

Presented by Nick Gaudion, Director, Cutcher & Neale Accounting and Financial Services

Family Law Property Settlements: Real Estate and Assets Owned by Individuals

Presented by Ben Symons, Barrister, State Chambers

Paper Code: CD176N03

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Tax Issues and Shareholder Agreements

Presented by Tom May, Head of Tax, Madgwicks Lawyers

Disputes and Resolution Techniques

Presented by Michael Tiernan, Principal and Mediator, Tiernan Mediation

Paper Code: CD173V07

Price: $27.50

Order Paper

Date: March 2017
PAST PAPER

WORKSHOP: Drafting Shareholder Agreements Workshop

Presented by John Graves, Principal, Bradfield & Scott Lawyers; Accredited Specialist in Business and Property Law and Michael Neylan, Partner, K&L Gates; Best Lawyers 2016, Lawyer of the Year - Transportation

Tax Issues and Shareholder Agreements

Presented by Kevin Munro, Principal, Munro Lawyers

Disputes and Resolution Techniques

Presented by Mark Addison, Partner, DibbsBarker; Accredited Mediator, National Mediator Accreditation System

Paper Code: CD173N40

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Employment Law Considerations in the Purchase of a Business

Presented by Brian Williamson, Managing Director, WilliamsonBarwick Accredited Specialist in Employment and Industrial Law

Due Diligence when Acquiring a Business in Financial Distress

Presented by Kristy Dixon, Partner, Marque Lawyers

A Practical Guide to Ethical Obligations in Negotiating Business Transactions

Presented by James Halliday, Partner, Baker & McKenzie

Paper Code: CD173N36

Price: $27.50

Order Paper

Date: March 2017
PAST PAPER

Due Diligence: Front End Care to Avoid Back End Problems

Presented by Cecelia Irvine-So, Principal, Accredited Specialist in Business Law, Natalie Naylor, Senior Lawyer, Moores

Employment Law Implications of Sale of Business

Presented by Charles Power, Partner, Holding Redlich; Recommended Lawyer in Employment and Industrial Relations, Doyle's Guide 2016

Buying and Selling Franchises: Key Considerations

Presented by Andrea Pane, Partner, Piper Alderman; coauthor,< em> Australian Commercial Precedents: Franchising Precedents

Paper Code: CD173V10

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Cases Involving Multiple Jurisdictions

Presented by Laura Johnston, Barrister, Owen Dixon Chambers East

Evidence and Disclosure Practice and Procedure

Presented by Dr Robin M Smith, Barrister, Owen Dixon Chambers East

Practical Guidance on Witnesses and Evidence

Presented by Patricia Byrnes, Barrister, Owen Dixon Chambers East

Paper Code: CD173V41

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Parenthood: Courts Dealing with Applications for Parenting Orders by People Non-Parents

Presented by Ann-Maree McDiarmid, Barrister, Inns of Court

Third Party Property Matters

Presented by Stephen Page, Partner, Harrington Family Lawyers

Property Settlements and Spousal Maintenance for the Elderly

Presented by Kay Feeney, Director, Feeney Family Law; Family Law Accredited Specialist

The Difficult Client: Ethical and Practical Considerations

Presented by Pamela Sweetapple, Barrister, Level 14 Inns of Court

Costs: Orders, Offers and Risks

Presented by Guy Waterman, Barrister, Level 14 Inns of Court

Paper Code: CD173Q09

Price: $99

Order Paper

Date: March 2017
PAST PAPERS

Family Violence in Family Law Cases

Presented by Rachel Dart, Barrister, Culwulla Chambers

Parenting Outside the Traditional

Presented by Louise Mathias, Barrister & Mediator, Elizabeth Street Chambers

Third Parties in Family Law Proceedings

Presented by Roger Harper, Barrister, Culwulla Chambers

Bankruptcy in Family Law Proceedings

Presented by John Longworth and Dr Geoff O'Shea, Barristers, Frederick Jordan Chambers

Binding Financial Agreements: The Devil is in the Details

Presented by Sheridan Emerson, Partner, Pearson Emerson Meyer Family Law; Accredited Family Law Specialist

Paper Code: CD173N27

Price: $99

Order Paper

Date: March 2017
PAST PAPER

Latest Developments in Estate Disputes

Presented by Lynette Judge, Barrister, Arbitrator & Mediator, Lachlan Macquarie Chambers

Recent Developments in Family Law

Presented by Chris Othen, Barrister, Waratah Chambers; Accredited Arbitrator, family law disputes

Survival Guide for Working in the Fray: Feuding Families and Emotional Clients

Presented by Diana Perla, Principal, Diana Perla & Associates

Paper Code: CD173N18A

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Same-Sex Parenting Issues

Presented by Alison Burt, Barrister, Owen Dixon Chambers East

Recent Cases in Financial Disputes: What's Hot and What's Not?

Presented by Paul Fildes, Principal, Taussig Cherrie Fildes; Accredited Family Law Specialist

Costs: Orders, Offers and Risks

Presented by Emma Swart, Barrister, Owen Dixon Chambers East

Employee Engagement in the Legal Practice

Presented by David Schetzer, Partner, Schetzer Constantinou; Accredited Family Law Specialist

Current Issues in Family Law Ethics

Presented by Caroline Counsel, Principal, Counsel Family Lawyers, Accredited Family Law Specialist F.D.R.P.

Paper Code: CD173V05

Price: $99

Order Paper

Date: March 2017
PAST PAPER

Practical Approaches to Surrogacy in Australia

Presented by Rachel Oakeley, Barrister, John Toohey Chambers

Third Party Property Matters

Presented by John Butler, Principal, Butlers, Barristers & Solicitors

Problems with Financial Agreements

Presented by Dr Anthony Dickey QC, John Toohey Chambers

Employee Engagement in the Family Legal Practice

Presented by Eric Martino, Managing Director, Paterson and Dowding

Cross Examination: Lessons for Family Lawyers from a Life of Crime

Presented by Genevieve Cleary, Barrister, Francis Burt Chambers

Paper Code: CD173W19

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Financial Evidence in Family Law Court Cases

Presented by John Hedges, Barrister, Francis Burt Chambers

Running Parenting Matters: Do's, Don'ts and Practical Considerations

Presented by Lucy Thomas, Partner, Paterson & Dowding, Accredited Family Law Specialist

Conflict Created by the Preparation of Both Violence Restraining Orders (Magistrates Court) and Children's Orders in the Family Court

Presented by Sharon Auburn, Special Counsel, Robertson Hayles Lawyers

Practical Guidance Expert Evidence and Part 15.5 of the Rules

Presented by Framy Anne Browne, Partner, Lavan Legal

Paper Code: CD173W33

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Notice of Risk that is Required to be Filed in the Federal Circuit Court

Presented by Denise M Rieniets, Denise Rieniets & Associates

Insolvency Practice and Family Law

Presented by Alan Scott, Principal and Maris Rudaks, Director, BRI Ferrier

Third Party Property Matters

Presented by Julie Redman, Principal, Alderman Redman; Accredited Family Law Specialist

Paper Code: CD173S10

Price: $27.50

Order Paper

Date: March 2017
PAST PAPERS

Family Violence in Family Law Cases

Presented by Rachel Dart, Barrister, Culwulla Chambers

Parenting Outside the Traditional

Presented by Louise Mathias, Barrister & Mediator, Elizabeth Street Chambers

Third Parties in Family Law Proceedings

Presented by Roger Harper, Barrister, Culwulla Chambers

Bankruptcy in Family Law Proceedings

Presented by John Longworth and Dr Geoff O'Shea, Barristers, Frederick Jordan Chambers

Binding Financial Agreements: The Devil is in the Details

Presented by Sheridan Emerson, Partner, Pearson Emerson Meyer Family Law; Accredited Family Law Specialist

Paper Code: CD173N27

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Mediation in High Conflict Family Law Cases

Presented by Nevine Youssef, Partner, Marsdens

Binding Financial Agreements: Tips and Traps

Presented by Cathie Blanchfield, Solicitor Director, Blanchfield Nicholls Partners

Estate Disputes: Family Provision Claims

Presented by Christopher Lawrence, Barrister, Edmund Barton Chambers

Paper Code: CD172P01B

Price: $55

Order Paper

Date: February 2017
PAST PAPER

Recent Family Law and Property Division Case Update

Presented by Brendan King, Partner, Belleli King & Associates

Family Violence in Children's Cases

Presented by Robyn Wheeler, Barrister, Owen Dixon Chambers West

Better Drawn Affidavits

Presented by Judge Judith Small, Federal Circuit Court of Australia

Practicalities of Estate Planning: Getting the Job Done

Presented by Greg Russo, Solicitor, Featherbys Lawyers; Accredited Specialist in Wills and Estates

Paper Code: CD172M01C

Price: $55

Order Paper

Estate Planning

2019
  • Your Comprehensive Taxation Guide to ‘Death’ and the Impact on Your Estate Planning Strategies

Presented by Jim Main, Director, JMA Legal; CTA

  • Managing Global Assets and/or Foreign Residents in Estate and Succession Planning 

Presented by James Whiley, Special Counsel, Hall & Wilcox

  • Use and Misuse of Testamentary Trusts in Estate Planning: Staying on Track

Presented by Christine Page, Director, David Landa Stewart; Leading Wills, Estates and Succession Planning Lawyer, Doyle’s Guide 2018

Paper Code: CD192AN02

Price: $55

Order Paper
  • Use and Misuse of Testamentary Trusts in Estate Planning: Staying on Track

Presented by Steven Jell, Senior Associate, Cooper Grace Ward Lawyers 

  • Taxation of Deceased Estates: Coping with Complexity

Presented by Linda Farmer, Director – Private Advisory, Grant Thornton 

  • Dealing with Division 7A Loans in Estate Planning: New Strategies for the New Changes

Presented by Damian O’Connor, Managing Principal, Tax + Law; CTA

  • Effectively Managing Your Client’s Overseas Assets in Estate Planning

Presented by Dr John de Groot, Legal Practitioner Director and Special Counsel, de Groots Wills and Estate Lawyers; Accredited Specialist in Wills and Estate 

  • Practical Estate Planning Strategies for Blended Families

Presented by Ashleigh Poole, Special Counsel, Thynne + Macartney; Recommended Wills, Estates and Succession Planning Lawyer, Doyle’s Guide 2018

Paper Code: CD192AQ02

Price: $55

Order Paper
  • Taxation of Deceased Estates: Coping with Complexity

Presented by Julie Van der Velde TEP, CTA, Principal, VdV Legal; Co-Chair of STEP SA; Recommended Wills, Estates and Succession Planning Lawyer, Doyle’s Guide 2018 and Victoria Malcolm, Solicitor, VdV Legal

  • Estate Planning and Incapacity for Accountants: Is Your Client the Full Quid?

Presented by Jason Coluccio, Principal, Welden & Coluccio Lawyers; Recommended Wills, Estates and Succession Planning Lawyer, Doyle’s Guide 2018

Paper Code: CD192AS02

Price: $55

Order Paper
  • Superannuation: Successfully Navigating Estate Planning and Death Benefit Disputes

Presented by Rebecca van Langenberg, Special Counsel, Madgwicks Lawyers; SMSF Specialist Advisor 

  • Dealing with Division 7A Loans in Estate Planning: New Strategies for the New Changes

Presented by Nathan Papson, Principal, Papson Legal; CTA
Prepared by Damian O’Connor, Managing Principal, Tax + Law; CTA

  • Managing Global Assets and/or Foreign Residents in Estate and Succession Planning

Presented by James Whiley, Special Counsel, Hall & Wilcox

Paper Code: CD192AV02

Price: $27.50

Order Paper
2018

Date: June 2018
PAST PAPER

Advance Care Directives and End of Life Care Management: Elder Law and Dying

Presented by Krista Fitzgerald, Principal, Moores

Mastering Will Drafting

Presented by Ines Kallweit, Principal, Aitken Partners; Preeminent Wills and Estates Litigation Lawyer and Leading Wills, Estates & Succession Planning Lawyer, Doyle's Guide 2017

Financial considerations: SMSF, Super, CGT

Presented by Ross Higgins, Partner - Private Advisory, Chartered Tax Adviser, Mills Oakley

Paper Code: CD186V06

Price: $55

Order Paper

Date: June 2018
PAST PAPER

What You Can't (or Shouldn't) Say in a Will: Rule 67 Probate Rules 2015

Presented by Christopher Parker, Partner, Treloar & Treloar

Superannuation and SMSF Considerations in Estate Planning

Presented by Kathy Mazzachi, Partner, PKF Adelaide

Testamentary Trusts: A Broad Perspective

Presented by Jeremy Duffy, Principal, Duffy Legal

Testamentary Capacity: Ongoing Considerations

Presented by Christopher Brohier, Barrister, Elizabeth Mews

Navigating the Probate Registry

Presented by Greg Welden, Principal, Welden & Coluccio; Leading Wills, Estates & Succession Planning Lawyer, Doyle's Guide 2017

Estate Administration and Contested Wills

Presented by John Cronshaw, Barrister, Rossi Legal

Paper Code: CD186S04

Price: $165

Order Paper

Date: June 2018
PAST PAPER

Give it Back! Financial Elder Abuse and the Recovery of Assets

Presented by Bryan Mitchell, Principal, Mitchells Solicitors, Accredited Specialist in Succession Law; Leading Estates Litigation and Wills, Estates & Succession Planning Lawyer, Doyle's Guide 2017

Ethical Considerations for Practitioners when Abuse is Present

Presented by Karen Gaston, Partner, Thynne Macartney, Accredited Specialist in Succession Law; Recommended Wills, Estates & Succession Planning Lawyer, Doyle's Guide 2017

Paper Code: CD186Q06

Price: $55

Order Paper

Date: June 2018
PAST PAPER

Mastering Testamentary Trusts

Presented by Ken Schurgott, Solicitor-Director, Schurgott & Co Lawyers

THE MEDICAL PERSPECTIVE: Managing Grieving and Difficult Clients and Conflict: The Neurobiological Perspective

Presented by Rachel King, BA (Psych), MEd (Psych), NMAS, CMC, Rachel King, Translational Neuroscience

Paper Code: CD186N02

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Assets Outside of the Jurisdiction and the Problems They may Cause for Australian Domiciled Testators

Presented by Eric Tan, Director, Robertson Hayles Lawyers

Illusory Assets: Who Really Owns Your Client's Assets?

Presented by Les Buchbinder, Director, Bowen Buchbinder Vilensky

Paper Code: CD183W01

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Drafting Applications Letters of Administration/Grants of Probate and Re-sealing Grants

Presented by Jim Robinson, Consultant, Pointon Partners

Solicitor's Ethical Duty of Informal Wills

Presented by Ines Kallweit, Principal, Aitken Partners; Preeminent Wills and Estates Litigation Lawyer and Leading Wills, Estates & Succession Planning Lawyer Doyle's Guide 2017

Paper Code: CD183V36

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Enduring Powers of Attorney and Appointment of Enduring Guardians: Complex Drafting

Presented by Clifford Hughes, Principal, Clifford Hughes and Associates; Accredited Specialist in Tax Law and Business Law; Chartered Tax Adviser

Super Workshop - Integrating Superannuation into Estate Planning

Presented by Anna Hacker, National Manager, Estate Planning, Australian Unity Trustees Ltd (AUT Legal Services Pty Ltd) and Craig Meldrum, Head of Technical Services & Strategic Advice, Australian Unity Ltd

The Interplay Between the Family Court and the Supreme Court in Estate Disputes

Presented by Russell Young, Barrister, Owen Dixon Chambers East

Paper Code: CD183V18

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Will Drafting: Drafting to Avoid Common Challenges

Presented by Bryan Mitchell, Principal, Mitchells Solicitors; Leading Wills, Estates and Succession Planning Lawyer Doyle's Guide 2017; Leading Estates Litigation Lawyer (QLD) Doyle's Guide 2017; Recommended Wills & Estates Litigation Lawyers (Australia) Doyle's Guide 2017; Accredited Succession Law Specialist

Drafting Applications for Letters of Administration/Grants of Probate and Re-Sealing of Grants

Presented by Judy Hayward, Principal, Hayward & Co; Leading Wills, Estates and Succession Planning Lawyer and Recommended Estates Litigation Lawyer, Doyle's Guide 2017

Solicitor's Ethical Duty When Taking Instructions

Presented by John de Groot, Special Counsel, de Groots Wills and Estates lawyers; Accredited Specialist in Wills and Estates Law; Leading Wills, Estates & Succession Planning Lawyer and Leading Estates Litigation Lawyer, Doyle's Guide 2017; author Wills Probate and Administration Practice (Queensland; co-author Family Provision in Australia

Lawyers as Trustees and Executors: Avoiding Being Caught in the Cross-Fire when Disputes Arise

Presented by Glenn Dickson, Barrister, Alfred Lutwyche Chambers; Leading Estates Litigation Junior Counsel, Doyle's Guide 2017

Paper Code: CD183Q30

Price: $99

Order Paper

Date: March 2018
PAST PAPER

Illusory Assets: Who Really Owns Your Client's Assets?

Presented by Scott Whitla, Partner, McCullough Robertson; Accredited Specialist in Succession Law; Best Lawyers 2018, Trusts and Estates, Wealth Management / Succession Planning Practice; Preeminent Wills and Estates Litigation Lawyer and Wills, Estates & Succession Planning Lawyer, Doyle's Guide 2017 and Halie Beaumont, Senior Lawyer, McCullough Robertson

Assets Outside of the Jurisdiction and Problems

Presented by Angela Cornford-Scott, Director, Cornford- Scott Lawyers; Market Leading Wills, Estates & Succession Planning Lawyer and Preeminent Wills and Estates Litigation Lawyer, Doyle's Guide 2017

INTERACTIVE WORKSHOP: LEGAL AND ACCOUNTING PERSPECTIVES: Integrating Superannuation into Estate Planning

Presented by Betty Leung, Senior Estate Planning Lawyer, Australian Unity and Tara Lucke, Founder, View Legal

Family Provision Applications: Does Every Child Player win a Prize, Even When They are Adults?

Presented by Lee Nevison, Barrister, Chancery Barristers + Mediators; Preeminent Estates Litigation Barrister, Doyle's Guide 2017

Proving Informal Wills in Queensland

Presented by Jarrad Mobbs, Partner, Mobbs & Marr Legal

The Rogue Executor

Presented by Ashleigh Poole, Special Counsel, Thynne & Macartney; Accredited Specialist in Succession Law

Paper Code: CD183Q08

Price: $99

Order Paper

Date: March 2018
PAST PAPER

Illusory Assets: Who Really Owns Your Client's Assets?

Presented by Phillip McGowan, Director, de Groots Wills and Estates Lawyers; Accredited Succession Law Specialist (Qld); Recommended Wills, Estates and Succession Planning Lawyer, Doyle's Guide 2017

MEDICAL AND LEGAL PERSPECTIVE: Enduring Powers of Attorney and Appointment of Enduring Guardians

Presented by Michael Perkins, Partner, Perkins Fahey Rosenblum; co-author, Estate Planning, LexisNexis and Dr Jane Lonie, Consultant Clinical Neuropsychologist - Msc, PhD, C.Psychol, MAPS, AFBPsS

Wills - After the Era of the 'Corn Flakes Packet' Will

Presented by Mark Squire, Principal, Boulton Julian Squire Solicitors

Capacity, Undue Influence and Suspicious Circumstances

Presented by Alun Hill, Barrister, Chalfont Chambers

Equitable Remedies in Wills and Estates Litigation

Presented by Anthea Kennedy, Partner, Teece Hodgson & Ward; Leading Wills, Estates and Succession Planning Lawyer, Doyle's Guide 2017

Contested Estates Update: Avoiding Negligence Claims

Presented by Lynette Judge, Barrister, Lachlan Macquarie Chambers

Recent Case Law Review

Presented by Bruce Townsend, Barrister, Chalfont Chambers

Paper Code: CD183N20

Price: $99

Order Paper

Date: February 2018
PAST PAPER

KEYNOTE ADDRESS: A Tale of What Can Go Wrong and Why Planning is Necessary

Presented by Christopher Shanahan SC, Murray Chambers; Leading Wills & Estates Litigation Barristers, Doyle's Guide 2017

Value Added: Effective Business Valuations

Presented by Nadine Marke, Director, RSM; CA Business Valuation Specialist

Maximising the Value from Your Business Sale

Presented by Justin Audcent, Director - Corporate Finance, RSM

Estate and Succession Planning in the New Superannuation Environment

Presented by Tracey Scotchbrook, Director - Superannuation, PKF Lawler; SMSF Specialist Advisor; Chartered Tax Advisor

Practical Considerations of Testamentary Trusts: Lifecycle, Pitfalls and Keeping It All Tax Effective

Presented by Darren Miller, Director, Culshaw Miller; Recommended Wills, Estates & Succession Planning Lawyer, Doyle's Guide 2017

Paper Code: CD182AW02

Price: $99

Order Paper

Date: February 2018
PAST PAPER

KEYNOTE ADDRESS: A Tale of What Can Go Wrong and Why Planning is Necessary

Presented by Carolyn Sparke QC, Patterson's List; Market Leader, Wills & Estates Litigation, Doyle's Guide 2017

Practical Considerations in Testamentary Trusts: What Value Do They Add?

Presented by Peter Holdsworth, Special Counsel, Madgwicks Lawyers; Leading Wills, Estates and Succession Planning Lawyer, Doyle's Guide 2017

Planning for Vulnerable Beneficiaries

Presented by Sophie Cohen, Consultant Lawyer, View Legal

Tax Planning for Deceased Estates

Presented by Allan Swan, Director, Estate Planning Equation; Chartered Tax Advisor; SMSF Specialist Advisor

Paper Code: CD182AV02

Price: $99

Order Paper

Date: February 2018
PAST PAPER

KEYNOTE ADDRESS: A Tale of What Can Go Wrong and Why Planning is Necessary

Presented by Graham Edmonds-Wilson SC, Howard Zelling Chambers; Leading Wills & Estates Litigation Barrister, Doyle's Guide 2017

Preparing a Business for Sale: The Sale Process Journey

Presented by Richard Perkins, Director - Business Advisory, Moore Stephens; CA Business Valuation Specialist

Riches to Rags in 3 Generations: How You Can Prevent the Trend

Presented by Michael Fox, Principal, KMT Partners; Chartered Tax Adviser; Accredited Family Business Adviser

Dying for a Fight about Super

Presented by Matthew Tripodi, Director, MT Lawyers; Best Lawyers 2017, Wealth Management and Succession Planning Practice

Estate Planning for Vulnerable Beneficiaries: Disabilities, Mental Health Problems and Substance Abuse Disorders

Presented by Jason Coluccio, Principal, Welden & Coluccio Lawyers; Leading Wills, Estates and Succession Planning Lawyer, Doyle's Guide 2017

Paper Code: CD182AS02

Price: $99

Order Paper

Date: February 2018
PAST PAPER

KEYNOTE ADDRESS: Avoiding Intra-Family Conflicts in Advising: Let's Not Play the Feud

Presented by David W Marks QC, Level 16 Inns of Court; Leading Tax Barrister, Doyle's Guide 2017

Estate and Succession Planning in the New Superannuation Environment

Presented by Neal Dallas, Principal, McInnes Wilson Lawyers; SMSF Specialist Advisor; Recommended Tax Lawyer, Doyle's Guide 2017; Jolynda Turner, Associate, Wills and Estates, McInnes Wilson Lawyers

Practical Considerations in Testamentary Trusts: Lifecycles, Pitfalls and Keeping It All Tax Effective

Presented by Michael Klatt, Partner, Mullins Lawyers; Leading Wills, Estates and Succession Planning Lawyer, Doyle's Guide 2017

Planning for Vulnerable Beneficiaries

Presented by Tara Lucke, Director, View Legal

Paper Code: CD182AQ02

Price: $99

Order Paper

Date: February 2018
PAST PAPER

Value Added: Effective Business Valuations

Presented Alan Max, Partner, Corporate Finance, Pitcher Partners; CA Business Valuation Specialist

Preparing a Business for Sale: The Sale Process Journey

Presented by Peter Bobbin, Managing Principal, Argyle Lawyers; Chair of STEP NSW; 2015 Tax Advisor of the Year (SME), The Tax Institute

Riches to Rags in 3 Generations: How You Can Prevent the Trend

Presented by Kirsten Taylor-Martin, Partner - Private Advisory, Grant Thornton; Accredited Advisor - Family Business Australia & Family Firm Institute; Joanne Kenderes, Director - Private Wealth, Grant Thornton

Estate and Succession Planning in the New Superannuation Environment

Presented by Darren Chinnappa, Manager, Nexia Australia; CA SMSF Specialist

Practical Considerations in Testamentary Trusts: Lifecycles, Pitfalls and Keeping It All Tax Effective

Presented by Stephen Lynch, Director, Somerville Legal; Accredited Specialist in Wills & Estate; Leading Wills & Estate Lawyer, Doyle's Guide 2017

Planning for Vulnerable Beneficiaries

Presented by Dr Allison Stanfield, Senior Lawyer, View Legal

Tax Planning for Deceased Estates

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Tax Law and Business Law; Chartered Tax Advisor

Paper Code: CD182AN02

Price: $99

Order Paper
2017

Date: November 2017
PAST PAPER

Family Provision Applications: Practice and Procedure

Presented by David Topp, Barrister, Bank of New South Wales Chambers

Statutory Will Applications: The Latest Must-Know Developments

Presented by Richard Williams, Barrister, Brisbane Chambers; author, Statutory Will Applications: A Practical Guide, LexisNexis; Leading Wills & Estates Junior Counsel, Doyle's Guide 2016

Effective Rectification Applications

Presented by Prue Poole, Principal; Rising Star and Recommended Wills and Estates Litigation Lawyer, Doyle's Guide 2017; Accredited Specialist in Succession Law, and Kelly Gatehouse, Associate, McInnes Wilson Lawyers

Claims Relating to the Invalidity of Wills

Presented by Naomi de Costa, Senior Associate, Maurice Blackburn; Accredited Specialist in Succession Law

Applications for Removal of Executors or Trustees

Presented by Stephen Carius, Barrister, Gibbs Chambers

Equitable Remedies in Wills and Estates Litigation

Presented by Scott Whitla, Partner, McCullough Robertson; Accredited Specialist in Succession Law; Best Lawyers 2018, Trusts and Estates, Wealth Management / Succession Planning Practice; Leading Wills and Estates Litigation Lawyer, Doyle's Guide, 2016

Paper Code: CD1711Q01

Price: $99

Order Paper

Date: November 2017
PAST PAPER

Family Provision Applications: Practice and Procedure

Presented by David Topp, Barrister, Bank of New South Wales Chambers

Statutory Will Applications: The Latest Must-Know Developments

Presented by Richard Williams, Barrister, Brisbane Chambers; author, Statutory Will Applications: A Practical Guide, LexisNexis; Leading Wills & Estates Junior Counsel, Doyle's Guide 2016

Effective Rectification Applications

Presented by Prue Poole, Principal; Rising Star and Recommended Wills and Estates Litigation Lawyer, Doyle's Guide 2017; Accredited Specialist in Succession Law, and Kelly Gatehouse, Associate, McInnes Wilson Lawyers

Paper Code: CD1711Q01A

Price: $55

Order Paper

Date: November 2017
PAST PAPER

Claims Relating to the Invalidity of Wills

Presented by Naomi de Costa, Senior Associate, Maurice Blackburn; Accredited Specialist in Succession Law

Applications for Removal of Executors or Trustees

Presented by Stephen Carius, Barrister, Gibbs Chambers

Equitable Remedies in Wills and Estates Litigation

Presented by Scott Whitla, Partner, McCullough Robertson; Accredited Specialist in Succession Law; Best Lawyers 2018, Trusts and Estates, Wealth Management / Succession Planning Practice; Leading Wills and Estates Litigation Lawyer, Doyle's Guide, 2016

Paper Code: CD1711Q01B

Price: $55

Order Paper

Date: November 2017
PAST PAPER

Testamentary Capacity: Recent Cases Where Capacity has Been Successfully Contested

Presented by Carol McOmish, Barrister, Isaacs Chambers, Svenson Barristers

Disputes Involving the Construction of Wills

Presented by Peter Pascoe, Barrister, Owen Dixon Chambers West, Greens Lists Barristers

Equitable Claims and Remedies in Wills and Estates Litigation

Presented by Jim Doherty, Barrister, Owen Dixon Chambers East

How Much can Binding Financial Agreements Limit Claims under Family Provision?

Presented by Shane Newton, Barrister, Victorian Bar

Paper Code: CD1711V01

Price: $55

Order Paper

Date: September 2017
PAST PAPER

Practical Aspects of Invalid Will Claims

Presented by Naomi de Costa, Senior Associate, Maurice Blackburn; Accredited Specialist in Succession Law

Superannuation in Estate Planning: Avoiding Inconsistencies

Presented by Vince Bailey, Principal, Vince Bailey Lawyer

How Technology is Being Used to Gather Admissible Evidence: Focus on Family Law

Presented by Amanda Millyard, Director, Millyard Family Lawyers; Accredited Specialist in Family Law

Paper Code: CD179NQ01A

Price: $55

Order Paper

September 2017
PAST PAPER

Modern Estate Planning

Integrating Superannuation into Estate Planning

Presented by Monica Ross - Maranik, Consulting Principal, Keypoint Law

International Estates and Assets in Estate Planning

Presented by Michael Perkins, Partner, Perkins Fahey Rosenblum

A Court Authorised Will as an Estate Planning Option

Presented by Ramena Kako, Barrister, 13 Wentworth Selborne Chambers

Challenges and Issues in Estate Planning

Managing Family Conflict in Estate Planning

Presented by Anthea Kennedy, Partner, Teece Hodgson & Ward; Accredited Specialist in Wills & Estates Law

Child vs Step-Child and De-Facto Relationships vs Partners:Changing Definitions

Presented by Margaret Pringle, Barrister, Chalfont Chambers

Conflicts of Interest in Managing a Trust

Presented by Denis Barlin, Barrister, 13 Wentworth Selborne Chambers

Paper Code: CD179N04

Price: $165

Order Paper


PAST PAPER

Integrating Superannuation into Estate Planning

Presented by Monica Ross - Maranik, Consulting Principal, Keypoint Law

International Estates and Assets in Estate Planning

Presented by Michael Perkins, Partner, Perkins Fahey Rosenblum

A Court Authorised Will as an Estate Planning Option

Presented by Ramena Kako, Barrister, 13 Wentworth Selborne Chambers

Paper Code: CD179N04A

Price: $99

Order Paper

Date: September 2017
PAST PAPER

Managing Family Conflict in Estate Planning

Presented by Anthea Kennedy, Partner, Teece Hodgson & Ward; Accredited Specialist in Wills & Estates Law

Child vs Step-Child and De-Facto Relationships vs Partners:Changing Definitions

Presented by Margaret Pringle, Barrister, Chalfont Chambers

Conflicts of Interest in Managing a Trust

Presented by Denis Barlin, Barrister, 13 Wentworth Selborne Chambers

Paper Code: CD179N04B

Price: $99

Order Paper

Date: June 2017
PAST PAPER

From Cradle to Grave: Running a Deceased Estate File

Presented by Christopher Parker, Partner, Treloar & Treloar

Debts and Death: Liabilities in Estate Administration

Presented by Michael Rizzuto, Principal Lawyer, MGR Estate Law

Family Provision Claims and Disentitling Conduct

Presented by David Blyth, Barrister, Anthony Mason Chambers

What the Latest Estate Dispute Cases Mean for Your Practice

Presented by Melissa Yule, Consultant, Adelta Legal

Estate Planning for the Disabled or Vulnerable Beneficiary

Presented by Mark Jordan, Partner and Julia McGrath, Solicitor, Carpenter & Associates Barristers and Solicitors

Documenting Testamentary Discretionary Trusts

Presented by Jeremy Duffy, Principal, Duffy Legal

Trust Structures and Tax

Presented by Adrian Cartland, Principal, Cartland Law

Paper Code: CD176S05

Price: $99

Order Paper

Date: June 2017
PAST PAPER

From Cradle to Grave: Running a Deceased Estate File

Presented by Christopher Parker, Partner, Treloar & Treloar

Debts and Death: Liabilities in Estate Administration

Presented by Michael Rizzuto, Principal Lawyer, MGR Estate Law

Family Provision Claims and Disentitling Conduct

Presented by David Blyth, Barrister, Anthony Mason Chambers

What the Latest Estate Dispute Cases Mean for Your Practice

Presented by Melissa Yule, Consultant, Adelta Legal

Paper Code: CD176S05A

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Estate Planning for the Disabled or Vulnerable Beneficiary

Presented by Mark Jordan, Partner and Julia McGrath, Solicitor, Carpenter & Associates Barristers and Solicitors

Documenting Testamentary Discretionary Trusts

Presented by Jeremy Duffy, Principal, Duffy Legal

Trust Structures and Tax

Presented by Adrian Cartland, Principal, Cartland Law

Paper Code: CD176S05B

Price: $55

Order Paper

Date: June 2017
PAST PAPER

A Practical Approach to Drafting Wills

Presented by Pam Suttor, Principal, L Rundle & Co; Accredited Specialist in Succession Law

Building your Estate Administration Practice

Presented by Peter Baltins, Partner, Willis & Bowring; Accredited Specialist in Succession Law

The Executor's Role: Some Nooks and Crannies

Present by Mark Squire, Principal, Bolton Julian Squire

Solicitors' Duty in Providing Advice

Presented by Simon Chapple, Barrister, 13th Floor St James Hall

Paper Code: CD176N12

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Seeking a Grant of Probate in Solemn Form: the Tricky Parts

Presented by Caite Brewer, Barrister, Burnett Lane Chambers; Accredited Specialist in Succession Law; Leading Junior Counsel in Estate Litigation, Doyle's List 2015; "Preeminent" Junior Counsel, Doyle's List 2016

The Bankruptcy Act and its Impact on Deceased Estates

Presented by David Topp, Barrister, Queensland Bar; Author, Security for Costs in the State of Queensland & Security for Costs in New South Wales

Family Provision Disputes

Presented by Richard Williams, Barrister, Queensland Bar; Chair, STEP Australia

Estate Litigation Case Roundup

Presented by Dr Ben McEniery, Barrister, Queensland Bar

Estate Planning for Family Owned Companies

Presented by Sue McLeod, Barrister, PD Connolly Chambers

Estate Planning During Separation

Presented by Jarrad Mobbs, Director, Mobbs & Marr Legal; Accredited Specialist in Succession Law

Paper Code: CD173Q10

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Estate Litigation Case Roundup

Presented by Bruce Townsend, Barrister, Chalfont Chambers

To Release or Not to Release: That is the Question!

Presented by Ramena Kako, Barrister, 13 Wentworth Selborne Chambers; Co-author, "First Statutory Wills Decision under the Succession Act" NSW Law Society Journal (August 2009; Author, "Deceased Estates", NSW Young Lawyers Handbook, 'A Practitioner's Guide to Civil Litigation' (1st and 2nd editions)

Overseas Assets: Complexities for Multi-Jurisdiction Families

Presented by Michael J Perkins, Partner, Perkins Fahey Rosenblum; Author, e-book, "Private Wealth Practice Guide", Smokeball Publishing November 2011; Co-author, "Estate Planning a practical guide for estate and financial services professionals" (LexisNexis 2005, 2008 & 2011)

The Bankruptcy Act and its Impact on Deceased Estates

Presented by Sally Nash, Principal Solicitor, O'Neill Partners; Author, Australian Bankruptcy Law, "Consumer Debt Book" (INSOL 2011)

Paper Code: CD173N14

Price: $99

Order Paper

Date: March 2017
PAST PAPER

Estate Litigation Case Roundup

Presented by Bruce Townsend, Barrister, Chalfont Chambers

To Release or Not to Release: That is the Question!

Presented by Ramena Kako, Barrister, 13 Wentworth Selborne Chambers; Co-author, "First Statutory Wills Decision under the Succession Act" NSW Law Society Journal (August 2009; Author, "Deceased Estates", NSW Young Lawyers Handbook, 'A Practitioner's Guide to Civil Litigation' (1st and 2nd editions)

Paper Code: CD173N14A

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Overseas Assets: Complexities for Multi-Jurisdiction Families

Presented by Michael J Perkins, Partner, Perkins Fahey Rosenblum; Author, e-book, "Private Wealth Practice Guide", Smokeball Publishing November 2011; Co-author, "Estate Planning a practical guide for estate and financial services professionals" (LexisNexis 2005, 2008 & 2011)

The Bankruptcy Act and its Impact on Deceased Estates

Presented by Sally Nash, Principal Solicitor, O'Neill Partners; Author, Australian Bankruptcy Law, "Consumer Debt Book" (INSOL 2011)

Paper Code: CD173N14B

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Family Provision Claims: Recent Developments

Presented by Tim Mulvany OAM, Partner, TJ Mulvany & Co

Recent Developments in Revocation of Probate and Caveat Applications

Presented by Carolyn Sparke QC, Barrister, Owen Dixon Chambers West; Adjunct lecturer, College of Law

Elder Abuse: Testamentary Capacity and Undue Influence

Presented by David Davis, Principal, David Davis & Associates

Estate Litigation Case Update: A Year in Review

Presented by Mercia Chapman, Senior Legal Counsel, Equity Trustees

Estate Planning for Family Owned Companies

Presented by David Davis, Principal, David Davis & Associates

Seeking a Grant of Probate in Solemn Form

Presented by Daniel Kelliher, Special Counsel; Accredited Wills & Estates Specialist and Stefan Manche, Senior Associate, Russell Kennedy

Paper Code: CD173V22

Price: $99

Order Paper

Date: March 2017
PAST PAPER

Family Provision Claims: Recent Developments

Presented by Tim Mulvany OAM, Partner, TJ Mulvany & Co

Recent Developments in Revocation of Probate and Caveat Applications

Presented by Carolyn Sparke QC, Barrister, Owen Dixon Chambers West; Adjunct lecturer, College of Law

Elder Abuse: Testamentary Capacity and Undue Influence

Presented by David Davis, Principal, David Davis & Associates

Estate Litigation Case Update: A Year in Review

Presented by Mercia Chapman, Senior Legal Counsel, Equity Trustees

Paper Code: CD173V22A

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Estate Planning for Family Owned Companies

Presented by David Davis, Principal, David Davis & Associates

Seeking a Grant of Probate in Solemn Form

Presented by Daniel Kelliher, Special Counsel; Accredited Wills & Estates Specialist and Stefan Manche, Senior Associate, Russell Kennedy

Paper Code: CD173V22B

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Estate Planning for the Disabled or Vulnerable Beneficiary

Presented by Sally Bruce, Special Counsel, Jackson McDonald Lawyers

Estate Planning in the Case of a Distressed Relationship

Presented by Tim Pepper, Consultant, Robertson Hayles Lawyers

Implementing and Documenting Testamentary Trusts

Presented by Elizabeth Heenan, Special Counsel, Culshaw Miller; Consulting Editor, Butterworth's Wills, Probate & Administration Services, Western Australia

The Liability of an Estate in Relation to Loans and other Debts of the Deceased

Presented by Joel Yeldon, Barrister, Francis Burt Chambers

Family Provision Claims and Disentitling Conduct

Presented by Alan Hershowitz, Barrister, Francis Burt Chambers

Paper Code: CD173W01

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Estate Planning for the Disabled or Vulnerable Beneficiary

Presented by Sally Bruce, Special Counsel, Jackson McDonald Lawyers

Estate Planning in the Case of a Distressed Relationship

Presented by Tim Pepper, Consultant, Robertson Hayles Lawyers

Implementing and Documenting Testamentary Trusts

Presented by Elizabeth Heenan, Special Counsel, Culshaw Miller; Consulting Editor, Butterworth's Wills, Probate & Administration Services, Western Australia

Paper Code: CD173W01A

Price: $55

Order Paper

Date: March 2017
PAST PAPER

What the Latest Estates Dispute Cases Mean for Your Practice

Presented by Christopher Brohier, Barrister, Elizabeth Mews

How to Avoid Scrambling the Superannuation Nest Egg: A Practical Guide to Super, SMSFs and the Tax Man

Presented by Abigail Steed, Managing Partner, MSM Legal

Recent Developments in Family Law

Presented by Alicia Furman, Senior Associate, David Burrell & Co; Accredited Specialist in Family Law

Paper Code: CD173S04A

Price: $55

Order Paper

Date: February 2017
PAST PAPER

2016 Australian Wills & Estates Cases: 20 New Cases You Need to Know About

Presented by Sam McCullough, Director, Worrall Lawyers

Informal Wills: Which Documents Qualify?

Presented by Tim Williams, Barrister & Solicitor

Paper Code: CD172H01F

Price: $55

Order Paper

Date: February 2017
PAST PAPERS

Getting the Most out of Superannuation

Presented by Linda Farmer, Associate Director - Private Advisory, Grant Thornton

Worldwide Assets in Estate Planning

Presented by Peter Vilaysack, Senior Lawyer, Private Client Services, SMSF Specialist AdvisorT, EY Law

Passing Investment Assets and Businesses to the Next Generation

Presented by Ian Jones, Partner and Tom Splatt, Director - Tax, Pitcher Partners

Paper Code: CD172Q01B

Price: $55

Order Paper

Date: February 2017
PAST PAPER

Wills: What Accountants and Financial Planners Absolutely Must Know

Presented by Professor Brett Davies, Partner, Legal Consolidated Barristers and Solicitors

Non- Resident Beneficiaries

Presented by Antony Barrier, Senior Associate, Munro Doig

Getting the Most out of Superannuation

Presented by Simon Gow, Senior Manager, Private Advisory, Grant Thornton

Worldwide Assets in Estate Planning

Presented by Colin Munro, Director, Munro Doig

Passing Investment Assets and Businesses to the Next Generation

Presented by Joshua Haque, Senior Manager, Pitcher Partners

Paper Code: CD172W01B

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Worldwide Assets in Estate Planning

Presented by Abigail Steed, Managing Partner, MSM Legal

Getting the Most out of Superannuation

Presented by Stephen Kuchar, Technical Partner-Private Advisory, Grant Thornton

Passing Investment Assets and Businesses to the Next Generation

Presented by Phil Shepherd, Partner, Pitcher Partners

Paper Code: CD172S01B

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Wills: What Accountants and Financial Planners Absolutely Must Know

Presented by Krista Fitzgerald, Principal of Estate Planning & Probate, Moores

Real Property in Estate Planning

Presented by Jennifer Maher, Special Counsel, Kliger Partners

Passing Investment Assets and Businesses to the Next Generation

Presented by Michael Hay, Partner/Executive Director - Tax Consulting and Head of Estate Planning, Pitcher Partners

Paper Code: CD172V01B

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Wills: What Accountants and Financial Planners Absolutely Must Know

Presented by Robert Monahan, Principal, Monahan Estate Planning, Accredited Specialist in Wills and Estates Law

Non- Resident Beneficiaries

Presented by James Meli, Director of Tax, Economos Group

Getting the Most out of Superannuation

Presented by Linda Farmer, Associate Director - Private Advisory, Grant Thornton

Real Property in Estate Planning

Presented by Neil Wickenden, Partner, HLB Mann Judd, Director, STEP Australia

Passing Investment Assets and Businesses to the Next Generation

Presented by Alison Wood, Partner - Private Clients Group, Pitcher Partners

Paper Code: CD172N01B

Price: $99

Order Paper

September 2017
PAST PAPER

Superannuation Changes and How they Affect Estate Planning

Presented by Peter Vilaysack, Senior Lawyer, EY Law

Definition of a Child and Stepchild in Estate Planning

Presented by Angela Cornford-Scott, Principal, Cornford- Scott Lawyers; Accredited Specialist in Succession Law; Leading Wills & Estates Litigation Lawyer, Doyle's Guide 2016

Gifting and Loan Transactions Between Parents and Children and Estate Planning

Presented by Sharon Winn, Special Counsel, Paxton-Hall Lawyers

Dealing with the Person and the Business

Presented by Scott Whitla, Partner, McCullough Robertson; Accredited Specialist in Succession Law

Paper Code: CD179Q01

Price: $55

Order Paper

Superannuation

2019
  • A Guide to Running an SMSF with Unrelated Parties: Key Details and Strategies

Presented by Nathan Papson, Principal Lawyer, Papson Legal; SMSF Specialist Advisor

  • How to Take Advantage of Tax Exemptions to Make the Most of Your Client’s Retirement

Presented by Melanie Dunn, SMSF Technical Service Manager, Accurium; SMSF Specialist Advisor

  • Key SMSF Considerations Pre and Post Relationships: What You Need to Advise Your Clients

Presented by Peter Crofts, Barrister, Greens List

Paper Code: CD199AV01

Price: $27.50

Order Paper
2018
  • TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How

Presented by Tracey Scotchbrook, Director, Superology Pty Ltd; CTA 

  • Breaking Down the Complexity of Estate Planning

Presented by Claire Baggott, Senior Associate and Lisa Monaco, Senior Consultant, EY Law

Paper Code: CD1811AW01

Price: $27.50

Order Paper
  • Breaking Down the Complexity of Estate Planning

Presented by David Henriksen, Partner of Superannuation, PKF Sydney/Newcastle; 2017 SMSF Specialist Accountant of the Year, SMSF and Accounting Awards NSW

  • Property Development in a Fund: Avoiding Traps, Fixing Problems

Presented by Andrew Yee, Director, Superannuation, HLB Mann Judd

Paper Code: CD1811AN02

Price: $55.00

Order Paper
  • Breaking Down the Complexity of Estate Planning

Presented Sara Crevillen, Partner and Sam Pickard, Associate Director, PKF Hacketts

  • Contribution Strategies in the Current Landscape

Presented by Megan Kelly, Director of Superannuation, Business Depot; 2017 SMSF and Accounting Professional of the Year, SMSF and Accounting Awards QLD

  • Auditor’s Perspective of ATO and Federal Budget Developments: Insights for Your Practice

Presented by Michael Georghiou, Partner and Luke Stevenson, SMSF Assurance Manager, Assure Super

  • Property Development in a Fund: Avoiding Traps, Fixing Problems

Presented by Andrew Buchan, Partner, HLB Mann Judd

Paper Code: CD1811AQ02

Price: $27.50

Order Paper
  • TRIS, ECPI and TBAR: Breaking Down the New Requirements

Presented by Melanie Dunn, SMSF Technical Services Manager, Actuary, Accurium; SMSF Specialist Advisor 

  • Breaking Down the Complexity of Estate Planning

Presented Nathan Yii, Principal, Nathan Yii Lawyers; CTA

Paper Code: CD1811AV02

Price: $27.50

Order Paper

Date: June 2018
PAST PAPER

SMSF Contributions: It's all about the timing

Presented by Megan Kelly, Director of Superannuation, Business Depot; SMSF Specialist; SMSF and Accounting Professional of the Year 2017, SMSF Association

WORKSHOP: Estate Planning and the new Superannuation Taxation Rules

Presented by Stuart Forsyth, Principal, Superannuation Consulting

Paper Code: CD186AQ03

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Current SMSF Practice Issues: Legislative Changes, Trust Deeds, Residency and More

Presented by Dung Lam, Team Leader - Tax, Argyle Lawyers

Death and Super: Planning for the Reaper

Presented by Simon Robinson, Financial Planner, RSM Australia

Loss of Capacity in SMSFs: Hope for the Best, Prepare for the Worst

Presented by Brian Hor, Special Counsel, Superannuation & Estate Planning, Townsends Business & Corporate Lawyers

Paper Code: CD183N38

Price: $55

Order Paper
2017

Date: October 2017
PAST PAPER

Transitional CGT Relief: Is it Working as Planned Post- Reforms?

Presented by Chris Ketsakidis, Partner, Corporate Advisory, Mills Oakley; Chartered Tax Adviser; and Contributing Author on Superannuation, Thompson ATP Australian Tax Handbook

Super Law vs Family Court: How to Split a Transfer Balance Account

Presented by Stephen Bourke, Director, Super/Splitting; SMSF Specialist Advisor

Who Gets Your Superannuation When You Die?

Presented by Terence Dwyer, Principal, Dwyer Lawyers; Chartered Tax Advisor

Paper Code: CD1710C01

Price: $55

Order Paper

Date: October 2017
PAST PAPER

SMSFs and Succession Planning Post-Reforms

Presented by Damian O'Connor, Principal, Tax + Law; Chartered Tax Adviser

Winding up an SMSF After the Reforms

Presented by Linda Farmer, Associate Director - Private Advisory, Grant Thornton; Chartered Tax Advisor; Fellow of The Taxation Institute

Paper Code: CD1710Q01A

Price: $27.50

Order Paper

Date: October 2017
PAST PAPER

Planning for Superannuation Splitting on Separation: The New Paradigm

Presented by Kieran Hoare, ILP Director, Merthyr Law; SMSF Specialist Advisor

SMSF Strategies for Blended Families

Presented by Geoff Funnell, Consultant Lawyer, View Legal

Challenging Superannuation Death Benefits Payments: Do Clients Really Know Who Gets Their Super on Death?

Presented by Laura Hanrahan, Senior Associate, HopgoodGanim Lawyers; SMSF Specialist Advisor

Paper Code: CD1710Q01B

Price: $27.50

Order Paper

Date: October 2017
PAST PAPER

Transitional CGT Relief: Is it Working as Planned Post- Reforms?

Presented by Chris Ketsakidis, Partner, Corporate Advisory, Mills Oakley; Chartered Tax Adviser; contributing author on Superannuation, Thompson ATP Australian Tax Handbook

Super Law vs Family Court: Is it a Fair Fight?

Presented by Tricia Peters, Director, MELCA and PetersMcKeown

SMSF Strategies for Blended Families

Presented by Sophie Cohen, Consultant Lawyer, View Legal

Who Gets Your Superannuation When You Die?

Presented by David Davis, Principal, David Davis & Associates; Chair of Elder Law Committee (LIV); and Chartered Tax Adviser

Paper Code: CD1710V01B

Price: $55

Order Paper

Date: October 2017
PAST PAPER

Transitional CGT Relief: Is it Working as Planned Post- Reforms?

Presented by Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts; SMSF Specialist Advisor

SMSF Strategies for Blended Families

Presented by Dr Allison Stanfield, Senior Lawyer, View Legal

Who Gets Superannuation at Death?

Presented by Monica Ross-Maranik, Consultant Principal, Keypoint Law; Accredited Specialist in Wills & Estates Law

Paper Code: CD1710N01B

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Death and Super: Planning for the Reaper

Presented by Katie Timms, Partner, RSM Australia

Loss of Capacity in SMSFs: Hope for the Best, Prepare for the Worst

Presented by Timothy Poli, Partner, Robson Hayes Poli Legal

Paper Code: CD173W18

Price: $27.50

Order Paper

October 2017
PAST PAPER

MANAGING YOUR FUND IN THE SUPER REFORM AFTERMATH

Presented by Linda Farmer, Associate Director - Private Advisory, Grant Thornton; Chartered Tax Advisor; Fellow of The Taxation Institute

STRATEGIES FOR THE POST-REFORM ERA

SMSFs and FAMILIES IN TODAY'S WORLD

Presented by Kieran Hoare, ILP Director, Merthyr Law; SMSF Specialist Advisor

SMSF Strategies for Blended Families

Presented by Geoff Funnell, Consultant Lawyer, View Legal

Challenging Superannuation Death Benefits Payments: Do Clients Really Know Who Gets Their Super on Death?

Presented by Laura Hanrahan, Senior Associate, HopgoodGanim Lawyers; SMSF Specialist Advisor

Paper Code: CD1710Q01

Price: $55

Order Paper

Tax

2019
  • Practical Guideline of Small Business Restructuring

Presented by Tim Poli, Director, Kings Park Legal; CTA

Paper Code: CD196AW01

Price: $27.50

Order Paper
  • Dealing with Historical Loans and Unpaid Present Entitlements in the Changing Division 7A Landscape

Presented by Deborah Gentry-Rose, Senior Tax Manager and Thomas Brennan, Manager, Private Client Services, EY

  • Tax Tips and Traps on Profit Allocation for Professional Firms

Presented by Fletch Heinemann, Partner, Cooper Grace Ward Lawyers

Paper Code: CD196AQ01

Price: $27.50

Order Paper
  • Company Tax Changes: Implications to Your Clients

Presented by Vanessa Priest, Partner, Baskin Clarke Priest

  • Small Business Restructuring: Practical Guidelines

Presented by Stuart Le Cornu, Partner, Fordham Group 

Paper Code: CD195AN01

Price: $55.00

Order Paper
  • How can Non-Resident Family Members Invest in Family Businesses?

Presented by Shah Rusiti, Partner; Accredited Specialist in Business Law and Min Hur, Associate, Teece Hodgson & Ward

  • Anti-Money Laundering for Professional Practitioners: Get it Right or Pay the Price

Presented by Irina Samoylova, Founder and Managing Director, NewEra Business Consulting; Head of Strategy, Business Development and Corporate Partnerships, Simple KYC; Executive Board Director, Programming, Australasian Chapter, Association of Certified Anti-Money Laundering Specialists 

  • Estate Planning, Administration and Succession for Migrants, Foreign Investors and Their Families: Key Takeaways for Accountants

Presented by Michael Perkins, Head of Private Client Practice, Nexus Law Group

Paper Code: CD195AN02

Price: $55.00

Order Paper
  • Property Tax for Individuals: Poorly Understood Issues Leading to Audit Activity

Presented by Chris Wallis, Barrister, Greens List Barristers

  • Tax Considerations on Cryptocurrency: What Accountants Need to Know

Presented by Jim Koutsokostas, Special Counsel and Joni Pirovich, Lawyer, Hall & Wilcox

  • What do Accountants Need to Know Before a Client’s Marriage?

Presented by Lee Formica, Partner, Lander & Rogers 

  • Separations, Family and Accounting: Tax Effective Settlements

Presented by Paul Fildes, Principal, Taussig Cherrie Fildes Lawyers; Accredited Specialist in Family Law 

  • Multi-Generational Planning and Long Term Tax Saving

Presented by Nathan Yii, Principal Lawyer, Nathan Yii Lawyers; CTA 

  • Business Succession on Death, Disablement or Trauma: Plan with the End in Mind

Presented by Sophie Cohen, Director, Head of Partners Legal, Partners Wealth Group

Paper Code: CD195AV02

Price: $99.00

Order Paper
  • Small Business Restructuring: Practical Guidelines

Presented by Andrew Burns, Manager, HLB Mann Judd

  • Tax Tips and Traps on Profit Allocation for Professional Firms

Presented by Craig Stone, Associate, Hood Sweeney Accounting & Business Advisory
Prepared by Fletch Heinemann, Partner, Cooper Grace Ward Lawyers 

  • Dealing with the ATO Enquiries and Managing Tax Disputes

Presented by Ben Wilson, Partner, CCK Lawyers

  • What Accountants Need to Know about Small Business Owners and Family Law

Presented by Rosie Cardone, Principal, Cardone & Associates

Paper Code: CD196AS01

Price: $99.00

Order Paper
2018
  • Nexus Provisions, Compliance and Data Matching

Presented by Andrew Fricot and Christopher Nathan, Revenue NSW

  • Engaging Contractors and Mitigating the the Risks 

Presented by Hamish Wallace, Partner, MinterEllison

  • Ongoing Grouping Issues Across the Jurisdictions

Presented by Kevin Munro, Principal, Munro Lawyers; CTA

  • Stamp Duty and Landholder Duty

Presented by Angela Melick, Principal, State Tax Specialists Pty Ltd; CTA; Member of the Joint Accounting Bodies/Office of State Revenue State Taxes Liaison Committee

Paper Code: CD1811AN03

Price: $55.00

Order Paper
  • Payroll Tax: What Attracts the SRO’s Attention 

Presented by Scott Leggo, State Revenue Office Victoria

  • Understanding Nexus Provisions

Presented by George Bendall, Director, Grant Thornton

  • Payroll Tax and Employment Agency Contracts: Practical Application and Impacts

Presented by Stefanie Merlino, Director, PwC 

  • Ongoing Grouping Issues Across the Jurisdictions

Presented by Scott Pease, Director, PPM Tax & Legal

  • Land Tax Issues that Accountants Need to Know

Presented by Scott Leggo, State Revenue Office Victoria

  • Landholder Duty and Stamp Duty

Presented by James Hamblin, Special Counsel, MinterEllison

Paper Code: CD1811AV03

Price: $55.00

Order Paper

Date: June 2018
PAST PAPER

Tax Risk Management for SMEs: Part IVA in 2018

Presented by Sue Williamson, Partner, Tax and Law and Megan Bishop, Senior Manager, EY

Being Tax Ready with Non-Resident Beneficiaries of Family Trusts

Presented by Jonathan Ortner and Kaitilin Lowdon, Senior Associate - Taxation, Arnold Bloch Leibler

Payroll Tax: Grouping Issues Across Different States

Presented by Stefanie Merlino, Director - Employment Taxes, PwC

New Franking Credit Strategies after Company Tax Rate Cuts

Presented by Rajesh Pawar, Tax Manager, BDO

Utilising Your Business Profit: Options and Tax Implications

Presented by Jonathon Larosa, Director - Tax Services, William Buck; CTA

Early Engagement and Resolving Tax Disputes: Seeking Certainty and Resolving Issues

Presented by Neil Brydges, Special Counsel, Sladen Legal; Chartered Tax Adviser

Paper Code: CD186AV02

Price: $99

Order Paper

Date: June 2018
PAST PAPER

Tax Risk Management for SMEs: Part IVA in 2018

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Tax Law and Business Law; Chartered Tax Advisor

Being Tax Ready with Non-Resident Beneficiaries of Family Trusts

Presented by Jonathan Ortner and Kaitilin Lowdon, Senior Associate - Taxation, Arnold Bloch Leibler

Payroll Tax: Grouping Issues Across Different States

Presented by Andrew Burns, Manager, Tax Consulting, HLB Mann Judd

New Franking Credit Strategies after Company Tax Rate Cuts

Presented by Craig Stone, Associate, Hood Sweeney Accounting & Business Advisory
Prepared by BDO

Utilising Your Business Profit: Options and Tax Implications

Presented by Malcolm Wight, Director - Tax Services, William Buck; Chartered Tax Adviser and Andrew Nicola, Tax Manager, William Buck

Paper Code: CD186AS02

Price: $165

Order Paper

Date: June 2018
PAST PAPER

Tax Risk Management for SMEs: Part IVA in 2018

Presented by Fletch Heinemann, Partner, Cooper Grace Ward Lawyers

Being Tax Ready: Non-Resident Issues for Family Trusts

Presented by David Marschke, Principal, DBM Horizons Legal Tax Consulting

Payroll Tax: Grouping Issues across Different States

Presented by Rita Staunton, Director, PwC

New Franking Credit Strategies after Company Tax Rate Cuts

Presented by Courtney Whitecross, Senior Tax Manager, BDO

Utilising Your Business Profit: Options and Tax Implications

Presented by Craig Barry, Director - Tax Services, William Buck

Paper Code: CD186AQ02

Price: $99

Order Paper

Date: June 2018
PAST PAPER

Being Tax Ready with Non-Resident Beneficiaries of Family Trusts

Presented by Jonathan Ortner and Kaitilin Lowdon, Senior Associate - Taxation, Arnold Bloch Leibler

Payroll Tax: Grouping Issues Across Different States

Presented by Peter Bembrick Tax Partner and Helena Yuan, Tax Manager, HLB Mann Judd Sydney

New Franking Credit Strategies after Company Tax Rate Cuts

Presented by Jober Salar, Tax Manager, BDO

Utilising Your Business Profit: Options and Tax Implications

Presented by Gino Malacco, Partner, Hall Chadwick

Paper Code: CD186AN03

Price: $99

Order Paper

Date: March 2018
PAST PAPER

Challenges and Opportunities for Property Investors in the New Tax Landscape

Presented by Michael Talevich, Director, Nexis Accountants and Business Advisors; CTA

Navigating the New Small Business Restructure Rollover: What Trusts Issues You Need to Know

Presented by Lance Cunningham, National Tax Director, BDO

Riches to Rags in 3 Generations: How You Can Prevent the Trend

Presented by Eugene Kalenjuk. Partner, PwC

Paper Code: CD183AC01

Price: $99

Order Paper

Date: March 2018
PAST PAPER

General Conditions for Sale of Land

Presented by Nathan Evans, Associate, MGB Legal

Strata Titles: Current Issues and Future Possibilities

Presented by Pino Monaco, Director, GV Lawyers

Paper Code: CD183W13

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Restrictive Covenants: Interpretation and Removal

Presented by Philip H Barton, Barrister, Foley's List

Fraud, Indefeasibility and Tracing into Real Property

Presented by Joseph Carney, Barrister, Owen Dixon Chambers West

Paper Code: CD183V05

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Personal Property Securities Act Update

Presented by Ian Davidson SC, Eight Selborne Chambers

Rectification Plan: Registering Your Security Interests after the Transition Period

Presented by Nino Di Bartolomeo, Partner, Norton Rose Fulbright

Paper Code: CD183N47

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Compulsory Acquisition: Practice, Procedure and the State of Play

Presented by Christopher Conolly, Partner, HWL Ebsworth; Accredited Property Law Specialist

Joint Venture and Development Agreements

Presented by Sebastian Busa, Partner and Les Gray, Senior Associate, Baker McKenzie

Tanwar Through the Looking Glass: Trends in Applications for Relief Against Forfeiture

Presented by Sydney Jacobs, Barrister, Wentworth Selborne Chambers and Vikram Misra, Barrister, Third Floor Wentworth Chambers

Statutory Easements: Section 88K of the Conveyancing Act 1919 (NSW)

Presented by Michael Heath, Barrister, 8 Wentworth Chambers

Paper Code: CD183N07

Price: $99

Order Paper

Date: March 2018
PAST PAPER

Minimising GST Complexity in Property Developments and the Blunders that can Blow Cash Flow

Presented by Peter Dolzadelli, Senior Manager - Indirect Tax, EY

Foreign Investors - New Laws, Fresh Strategies

Presented by Joanne Wynne, Principal, RSM Australia

Property Structures and Restructuring for Property Investors & Developers: Designing for efficiency

Presented by Chris Arch, Associate Director, Tax and Advisory, BDO

Paper Code: CD183AW01

Price: $99

Order Paper

Date: March 2018
PAST PAPERS

KEYNOTE ADDRESS: Property Outlook: Impact of Property Taxes on the South Australia Economy

Presented by Daniel Gannon, SA Executive Director, Property Council of Australia

South Australia Property Taxes: Where are the Opportunities?

Presented by Rachel O'Donnell, Director, PwC

Minimising GST Complexity in Property Developments and the Issues that can Impact Cash Flow

Presented by Michael Cranwell, Manager - Indirect Tax, EY

Foreign Investors: New Laws, Fresh Strategies

Presented by Simon How, Director, KPMG

Structures and Restructuring: Designing for Excellence

Presented by David Mullins, Partner - Private Advisory, Grant Thornton

SMSFs: Compliance and Accounting Considerations for Investing in Property

Presented by Anthony Cullen, Technical Specialist, SuperConcepts

Lowering Litigation Risk: Recent Rulings and Case Law Affecting Property Taxes

Presented by: Kale Rigano, Partner, Norman Waterhouse; Leading Tax Lawyer, Doyle's Guide 2017

Paper Code: CD183AS01

Price: $99

Order Paper

Date: March 2018
PAST PAPER

Minimising GST Complexity in Property Developments and the Blunders that can Blow Cash Flow

Presented by Sam Mohammad, Director, Indirect Tax, KPMG

Foreign Investors: New Laws, Fresh Strategies

Presented by Leisa Rafter, Partner - Tax, BDO

Property Structures and Restructuring for Property Investors & Developers: Designing for efficiency

Presented by Sandra Girgenti, Associate Director, BDO

Paper Code: CD183AQ01

Price: $99

Order Paper
2017

September 2017
PAST PAPER

Cross-Vesting and Jurisdiction

Presented by Natasha Case, Barrister, Greenway Chambers

Binding Financial Agreements: Update on the Family Law Act

Presented by Gillian Eldershaw, Barrister, Culwulla Chambers

Assessing Interests and Contributions in Family Law Property Cases

Presented by Dr Martha Barnett, Barrister, Culwulla Chambers

Paper Code: CD179N15B

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Contribution, Pension and Property Strategies for SMSFs

Presented by Anthony Cullen, Technical Specialist, SuperConcepts

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Yan Wong, Partner - Tax, Grant Thornton

Some Day to Day Practical Tax Issues

Presented by Bernard Walrut, Barrister, Murray Chambers

HEAR FROM THE LAWYERS: Ask the Lawyers Panel

Panellists:
Adrian Cartland, Principal, Cartland Law
Stephen Heath, Partner, Wallmans Lawyers
Julie Van der Velde, Principal, VdV Legal

Small Business CGT Concessions in the Real World

Presented by Andrew Burns, Manager, HLB Mann Judd

Getting Wealth out of a Company

Presented by Tim Edgecombe, Tax Consultant, BDO

Paper Code: CD176S01

Price: $99

Order Paper

Date: June 2017
PAST PAPER

Small Business CGT Concessions in the Real World

Presented by Andrew Burns, Manager, HLB Mann Judd

Getting Wealth out of a Company

Presented by Tim Edgecombe, Tax Consultant, BDO

Paper Code: CD176S01B

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Taxation and Other Hot Financial Issues in a Family Breakdown

Presented by Paul Fildes, Principal, Taussig Cherrie Fildes; Accredited Family Law Specialist

Practical Approaches to International Tax for SME Advisors: Australian Businesses with Foreign Owners

Presented by Jonathon Larosa, Director - Tax Services, William Buck

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Robert James, Associate Director - Tax, Grant Thornton

HEAR FROM THE LAWYERS: Ask the Lawyers Panel

Panellists:
George Kolliou, Principal, KolliouTax
Angela Lee, Barrister, Douglas Menzies Chambers

Small Business CGT Concessions in the Real World

Presented by Anthony Forsyth, Senior Tax Consultant, HLB Mann Judd

Income Tax Consolidation and Valuations: Practical Issues for SME Advisers

Presented by Liz Smith, Director and Sheoni Argall, Manager - Tax Services, William Buck

Getting Wealth out of a Company

Presented by Belinda Cheesewright, Partner, Tax, BDO

Managing Tax Avoidance Risks for a Family Business

Presented by Gareth Redenbach, Barrister, Foleys List

Tax Issues on Winding up Companies Post Business Sale

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Taxation Law and Business Law; Chartered Tax Advisor

Payroll Tax: Don't Get Rolled!

Presented by Andrea Carrick, Senior Taxation Lawyer, KolliouTax

Paper Code: CD176V13

Price: $99

Order Paper

Date: June 2017
PAST PAPER

Taxation and Other Hot Financial Issues in a Family Breakdown

Presented by Paul Fildes, Principal, Taussig Cherrie Fildes; Accredited Family Law Specialist

Practical Approaches to International Tax for SME Advisors: Australian Businesses with Foreign Owners

Presented by Jonathon Larosa, Director - Tax Services, William Buck

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Robert James, Associate Director - Tax, Grant Thornton

HEAR FROM THE LAWYERS: Ask the Lawyers Panel

Panellists:
George Kolliou, Principal, KolliouTax
Angela Lee, Barrister, Douglas Menzies Chambers

Paper Code: CD176V13A

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Small Business CGT Concessions in the Real World

Presented by Anthony Forsyth, Senior Tax Consultant, HLB Mann Judd

Income Tax Consolidation and Valuations: Practical Issues for SME Advisers

Presented by Liz Smith, Director and Sheoni Argall, Manager - Tax Services, William Buck

Getting Wealth out of a Company

Presented by Belinda Cheesewright, Partner, Tax, BDO

Managing Tax Avoidance Risks for a Family Business

Presented by Gareth Redenbach, Barrister, Foleys List

Tax Issues on Winding up Companies Post Business Sale

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Taxation Law and Business Law; Chartered Tax Advisor

Payroll Tax: Don't Get Rolled!

Presented by Andrea Carrick, Senior Taxation Lawyer, KolliouTax

Paper Code: CD176V13B

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Tax Advice on Family Breakdown

Presented by Peter Bobbin, Managing Principal, Argyle Lawyers; 2015 Tax Advisor of the Year (SME), The Tax Institute

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Avinesh Naidu, Associate Director - Tax, Grant Thornton

INSIGHTS FROM THE ATO: ATO Audits: Are You at Risk?

Presented by The Australian Taxation Office

Payroll Tax: Don't Get Rolled!

Presented by Hamish Wallace, Partner and Rimma Miller, Special Counsel, MinterEllison

Small Business CGT Concessions in the Real World

Presented by Peter Bembrick, Partner, Taxation Services, HLB Mann Judd

Tax Dispute Management and Resolution in a Family Business Context

Presented by Stephen Jones, Special Counsel, MinterEllison

Getting Wealth out of a Company

Presented by Pulin Desai, Senior Manager, BDO

Paper Code: CD176N13

Price: $99

Order Paper

Date: June 2017
PAST PAPER

Tax Advice on Family Breakdown

Presented by Peter Bobbin, Managing Principal, Argyle Lawyers; 2015 Tax Advisor of the Year (SME), The Tax Institute

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Avinesh Naidu, Associate Director - Tax, Grant Thornton

Paper Code: CD176N13A

Price: $55

Order Paper

Date: June 2017
PAST PAPER

INSIGHTS FROM THE ATO: ATO Audits: Are You at Risk?

Presented by The Australian Taxation Office

Payroll Tax: Don't Get Rolled!

Presented by Hamish Wallace, Partner and Rimma Miller, Special Counsel, MinterEllison

Small Business CGT Concessions in the Real World

Presented by Peter Bembrick, Partner, Taxation Services, HLB Mann Judd

Tax Dispute Management and Resolution in a Family Business Context

Presented by Stephen Jones, Special Counsel, MinterEllison

Getting Wealth out of a Company

Presented by Pulin Desai, Senior Manager, BDO

Paper Code: CD176N13B

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Tax Planning and Family Law: Where They Intersect

Presented by Darius Hii, Principal, H&H Legal

Tax Issues for Foreign Investors

Presented by Melinda Peters, Senior Associate, McCullough Robertson Lawyers

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Adam Alexander, Associate Director - Tax, Grant Thornton

Payroll Tax: Don't Get Rolled!

Presented by Craig Bowie, Special Counsel, MinterEllison; Leading Tax Lawyers - Queensland 2016, Doyle's Guide

Recent Tax Case Updates

Presented by David W Marks QC, Level 16 Inns of Court; Leading Tax Barristers - Queensland 2016, Doyle's Guide

Small Business CGT Concessions in the Real World

Presented by Daryl Jones, Senior Tax Consultant, HLB Mann Judd

Getting Wealth out of a Company

Presented by Clare Petrie, Associate Director, BDO

GST and Stamp Duty: The Essentials

Presented by John Middleton, Special Counsel, Clayton Utz; Leading Tax Lawyers - Queensland 2016, Doyle's Guide

Tax Disputes: Keeping Your Client on the Right Side of the Tracks

Presented by Fletch Heinemann, Partner, Cooper Grace Ward Lawyers; Leading Tax Lawyers - Queensland 2016, Doyle's Guide

Paper Code: CD176Q11

Price: $99

Order Paper

Date: June 2017
PAST PAPER

Tax Planning and Family Law: Where They Intersect

Presented by Darius Hii, Principal, H&H Legal

Tax Issues for Foreign Investors

Presented by Melinda Peters, Senior Associate, McCullough Robertson Lawyers

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Adam Alexander, Associate Director - Tax, Grant Thornton

Payroll Tax: Don't Get Rolled!

Presented by Craig Bowie, Special Counsel, MinterEllison; Leading Tax Lawyers - Queensland 2016, Doyle's Guide

Recent Tax Case Updates

Presented by David W Marks QC, Level 16 Inns of Court; Leading Tax Barristers - Queensland 2016, Doyle's Guide

Paper Code: CD176Q11A

Price: $55

Order Paper

Date: June 2017
PAST PAPER

Small Business CGT Concessions in the Real World

Presented by Daryl Jones, Senior Tax Consultant, HLB Mann Judd

Getting Wealth out of a Company

Presented by Clare Petrie, Associate Director, BDO

GST and Stamp Duty: The Essentials

Presented by John Middleton, Special Counsel, Clayton Utz; Leading Tax Lawyers - Queensland 2016, Doyle's Guide

Tax Disputes: Keeping Your Client on the Right Side of the Tracks

Presented by Fletch Heinemann, Partner, Cooper Grace Ward Lawyers; Leading Tax Lawyers - Queensland 2016, Doyle's Guide

Paper Code: CD176Q11B

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Current Issues in Retail and Commercial Leasing

Presented by Mark Black, Barrister, Victoria Chambers

Contractual Damages and Penalties Update: Recent Developments

Presented by Ian Upjohn QC, Owen Dixon Chambers East

Paper Code: CD173V40A

Price: $27.50

Order Paper

Date: June 2017
PAST PAPER

Subdividing or Partitioning Land: Tax and Duty Issues

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Taxation Law and Business Law; Chartered Tax Advisor

Tax Structuring for Inbound Investors

Presented by Antony Barrier, Senior Associate, Munro Doig

Tax Issues Arising in the Middle Market Sector Due to Offshore Expansion

Presented by Sam Ramadanoski, Senior Manager - Tax, Grant Thornton

Small Business CGT Concessions in the Real World

Presented by Sean Pearce, Director, MKT Taxation Advisors

Getting Wealth out of a Company

Presented by Mark Pollock, Partner, BDO

Tax Disputes: Tax Audit and Evasion/ Avoidance in a Business

Presented by Nathan Thomson, Director, BNT Legal

Paper Code: CD176W01

Price: $55

Order Paper

Date: March 2017
PAST PAPER

KEYNOTE VIDEO ADDRESS: NEW PPSA Registration Changes: Making the Registrar User Friendly

Video demonstration by Australian Financial Security Authority

Video Commentary: Benefits and Potential and Future Use of the Register for your Practice

Presented by Peter Mills, Special Counsel, Thomson Geer Lawyers; PPS Finance and Credit Recoveries Specialist; leading authority on the PPS and its Register

PPSR's in the International Sphere

Presented by Peter Mills, Special Counsel, Thomson Geer Lawyers

Putting it into Practice: Case Review and Scenarios

Presented by Peter Mills, Special Counsel, Thomson Geer Lawyers

Paper Code: CD173Q33

Price: $27.50

Order Paper

Date: March 2017
PAST PAPER

Updates to the Retail Shop Leases Act

Presented by Lister Harrison QC, Gibbs Chambers

Lies, Dammed Lies & Testamentary Trusts

Presented by Bryan Mitchell, Principal, Mitchell Solicitors; Accredited Specialist in Succession Law

Paper Code: CD173Q32A

Price: $27.50

Order Paper

Date: March 2017
PAST PAPER

KEYNOTE VIDEO ADDRESS: NEW PPSA Registration Changes: Making the Register User Friendly

Video demonstration by Australian Financial Security Authority

Video Commentary: Benefits and Potential and Future Use of the Register for your Practice

Presented by Peter Mills, Special Counsel, Thomson Geer Lawyers; PPS Finance and Credit Recoveries Specialist; leading authority on the PPS and its register

Putting it into Practice: Case Review and Scenario

Presented by Peter Mills, Special Counsel, Thomson Geer Lawyers and Nicholas Mirzai, Barrister, Level 22 Chambers; co-author, Annotated Personal Property Securities Act

Paper Code: CD173N30

Price: $27.50

Order Paper

Date: March 2017
PAST PAPER

KEYNOTE VIDEO ADDRESS: NEW PPSA Registration Changes: Making the Register User Friendly

Video demonstration by Australian Financial Security Authority

Video Commentary: Benefits and Potential and Future Use of the Register for your Practice

Presented by Peter Mills, Special Counsel, Thomson Geer Lawyers; PPS Finance and Credit Recoveries Specialist; leading authority on the PPS and its register

Putting it into Practice: Case Review and Scenario

Presented by Peter Mills, Special Counsel, Thomson Geer Lawyers

Paper Code: CD173V24

Price: $27.50

Order Paper

Date: March 2017
PAST PAPER

NEW LEGISLATION: Strata Law Update: The new 'Strata Renewal Process'

Presented by Paul Jurdeczka, Partner, Mills Oakley

When can a Caveator be Liable for Compensation?

Presented by Michael Heath, Barrister, 5 Wentworth Chambers

CHECKLIST: Three Recurring Drafting Issues for Property Lawyers

Presented by Sydney Jacobs, Barrister, 13 Wentworth Selborne Chambers; author, Damages in a commercial context, Thomson Reuters

Ethical Dilemmas in Property Practices

Presented by David Murr SC, Frederick Jordon Chambers

Risk Management Planning For Your Property Practice

Presented by Stephen Pallavicini, Senior Legal Counsel, Stockland Development

Paper Code: CD173N09

Price: $55

Order Paper

Date: March 2017
PAST PAPER

You'll be Looked After: Collateral Contracts and Equitable Interests

Presented by Joseph Carney, Barrister, Howells' List Barristers

Is Your Owners Corporation Making Reasonable Decisions?

Presented by Nicole Wilde, Senior Associate, Tisher Liner FC Law

Implications of Short Term Letting

Presented by Tim Graham, Partner, HWL Ebsworth

Understanding Joint Venture Land Owner Agreements

Presented by Andrew Wright, Senior Associate, Maddocks

Case Law Update

Presented by Phillip Barton, Barrister, Owen Dixon Chambers West

Drafting Easements and Covenants Expertly

Presented by David Bailey, Barrister, Joan Rosanove Chambers

Ethical Dilemmas in Property Practices

Presented by Garrie Moloney, Barrister, List A Barristers Pty Ltd

Risk Management Planning for Property Practice

Presented by Nicolas Jones, Barrister, Owen Dixon Chambers

Paper Code: CD173V09

Price: $99

Order Paper

Date: March 2017
PAST PAPER

NEW LEGISLATION: New Developments Under the Strata Titles Act

Presented by Marcus Solomon QC, Francis Burt Chambers

PPSA in Property Transactions and Leasing: Mitigating Risk

Presented by Murray Colvin, Special Counsel, IRDI Legal

Grants of Crown Land Tenure: Processes and Pitfalls

Presented by Sandra Eckert, General Counsel, Department of Lands

NEW TAX LAWS: Legislation Update: Land Tax and Stamp Duty and CGT

Presented by Sean Hayes, Partner, Robson Hayes Poli Legal

Paper Code: CD173W14A

Price: $27.50

Order Paper

Date: March 2017
PAST PAPER

Insolvency Implications for Commercial Tenancies: Lessons from Dick Smith

Presented by Michael Burnett, Barrister, Bar Chambers

Lease Termination and Concerns in Guaranteeing a Lease

Presented by Peter Britten-Jones, Barrister, Bar Chambers

State Land Taxes Update

Presented by Bernard Walrut, Barrister, Murray Chambers

Clearing the Gray Areas in Verification of Identity

Presented by Mark Paholski, Managing Director, ID Secure

Drafting Watertight Insurance and Indemnity Clauses: Fully Protecting Your Clients

Presented by Bill Conor, Special Counsel, Barry Nilsson Lawyers

Conveyancing: It's Time to take it Online

Presented by Daniel Roesler, Executive Manager, Practitioner Services, PEXA

Paper Code: CD173S01

Price: $55

Order Paper

Date: March 2017
PAST PAPER

NEW TAX LAWS: Legislation and Caselaw Update - State Taxes and CGT

Presented by Gail Hartridge, Barrister at law, Roma Mitchell Chambers

Recent Planning and Environment Court Decisions: Implications for Property Lawyers

Presented by Mitchel Batty, Barrister, Byth Chambers

Building Management Statements

Presented by Gary Bugden, Consultant, Bugden Legal; former Adjunct Professor of Law at the University of Technology, Sydney; Author, Queensland Community Titles Law and Practice

Joint Venture Land Owner Agreements

Presented by Neil Thompson, Barrister, PD Connolly Chambers; Contributor to Duncan Joint Venture Law in Australia

Paper Code: CD173Q07

Price: $55

Order Paper

Date: February 2017
PAST PAPER

Access and Easements: Accessing Neighbouring Land to Carry out Work

Presented by Anthony Herron, Senior Associate, Grace Lawyers

What Do you Need to Know about the Retail Leases Act?

Presented by Anthony Herro, Principal, Herro Solicitors

Paper Code: CD172P01A

Price: $55

Order Paper

Date: February 2017
PAST PAPER

Trust Distributions: The What, How, Who, Why and When

Presented by Tim Maddock, Tax Partner, Deloitte

SMSFs and the Pension Transfer Cap

Presented by Melanie Dunn, SMSF Specialist AdviserT, SMSF Technical Services Manager, Consulting Actuary, Accurium

Trust Disputes: What Could Possibly Go Wrong?

Presented by Darren Sheen, Associate, Dobson Mitchell Allport

Wills: What Accountants and Financial Planners Absolutely Must Know

Presented by Kimberley Martin, Senior Associate, Worrall Lawyers

Managing the Fallout from a Tax Audit

Presented by Paul Conde, Lawyer, Tierney Law

PANEL DISCUSSION: Ask the Lawyers

Panellists:
Paul Conde, Lawyer, Tierney Law
Kimberley Martin, Senior Associate, Worrall Lawyers
Darren Sheen, Lawyer, Dobson Mitchell Allport

Paper Code: CD172H02

Price: $55

Order Paper

Date: February 2017
PAST PAPER

Property Law Update

Presented by Phil Kimber, Partner, Butler McIntyre & Butler

Current Issues for the Sale of Land

Presented by Tim Tierney, Principal, Tierney Law

Paper Code: CD172H01A

Price: $27.50

Order Paper

Trusts

2019
  • The Latest ATO Rulings and Developments in Trusts and the Impact on Your Clients

Presented by Michael Ballans, Barrister,  Inns of Court

  • Choosing the Right Trust Structure: Business vs Investment 

Presented by Jacquii Reeves, Manager, Private Client Services, EY; CTA

  • Using Trusts for Asset Protection: Strategies Your Clients Need and Expect

Presented by Patrick Ellwood, Founder, Clover Law

  • When the Fighting Starts: How Does the Family Court Treat Discretionary Trusts?

Presented by Rebecca O’Brien, Senior Associate, Phillips Family Law

  • Trust Loss Provisions and Family Trust Elections: The Consequences for You and Your Clients

Presented by Linda Tapiolas, Partner, Cooper Grace Ward Lawyers; CTA

  • Trusts Inadvertently Grouping Family Businesses for Payroll Tax: Issues You Must Consider

Presented by Darius Hii, Director, Chat Legal Pty Ltd

Paper Code: CD192AQ01

Price: $99

Order Paper
  • Choosing the Right Trust Structure: Business vs Investment 

Presented by Andrew Aitken, Partner, Aitken Lawyers 

  • Significant Changes to Small Business CGT Concessions: Application of Integrity Measures and What it Means for You

Presented by Tony Nunes, Senior Client Director – Tax Consulting, CTA and Jane Harris, Senior Tax Consultant, FTI, Kelly + Partners Chartered Accountants

  • Trust Loss Provisions and Family Trust Elections: The Consequences for You and Your Clients

Presented by Vanessa Priest, Tax Partner, Baskin Clarke Priest

Paper Code: CD192AN01

Price: $55

Order Paper
  • Choosing the Right Trust Structure: Business vs Investment 

Presented by Lisa Pritchard, Director, Tax, Holman Hodge 

  • Using Trusts for Asset Protection: The Strategies Your Clients Need and Expect

Presented by Mary-Anne Sotiropoulos, Associate, Piper Alderman

  • Small Business CGT Concessions: New Integrity Measures and Implications for Trusts

Presented by Briony Hutchens, Director, DW Fox Tucker; CTA

  • Trust Loss Provisions and Family Trust Elections: The Consequences for You and Your Clients

Presented by Anetta Johnston, Partner, Enterprise, KPMG; CTA

  • When the Fighting Starts: How Does the Family Court Treat Discretionary Trusts?

Presented by Jane Miller, Partner, Tindall Gask Bentley Lawyers; Leading Family & Divorce Lawyer, Doyle’s Guide 2018

Paper Code: CD192AS01

Price: $99

Order Paper
  • Using Trusts for Asset Protection: The Strategies Your Clients Need and Expect

Presented by Paul Hockridge, Head of Tax Advisory, Mutual Trust 

  • Significant Changes to Small Business CGT Concessions: Application of Integrity Measures and What it Means for You

Presented by George Kolliou, Director, AG Tax Lawyers; CTA

  • When the Fighting Starts: How Does the Family Court Treat Discretionary Trusts?

Presented by Wendy Sylva, Partner, Kenna Teasdale Lawyers; Preeminent Family & Divorce Lawyer, Doyle’s Guide 2018

  • Trust Loss Provisions and Family Trust Elections: The Consequences for You and Your Clients

Presented by Raffi Tenenbaum, Tax Partner, KPMG Enterprise; CTA

  • Trust Vesting: Problems, Risks and Solutions

Presented by Mia Clarebrough, Barrister, Young’s List

Paper Code: CD192AV01

Price: $99

Order Paper
  • The Latest ATO Rulings and Developments in Trusts and the Impact on Your Clients

Presented by Grahame Young, Barrister, Francis Burt Chambers; CTA

  • Choosing the Right Trust Structure: Business vs Investment 

Presented by Shirley Godfrey, Manager – Tax Consulting, Maxim Private Advisory; CTA 

  • When the Fighting Starts: How Does the Family Court Treat Discretionary Trusts?

Presented by Linda Richardson, Director, Accredited Specialist in Family Law and Mediator, Kim Wilson & Co

  • A Detailed Guide to Trust Vesting and Winding up: Problems, Risks and Solutions

Presented by Antony Barrier, Director, Munro Doig; FTI

Paper Code: CD192AW01

Price: $99

Order Paper
2018

Date: March 2018
PAST PAPER

Administration of Trusts

Presented by Fiona Halsey, Director, Halsey Legal Services

Amending Trust Deeds and the Re-settlement of Trusts

Presented by Antony Barrier, Senior Associate, Munro Doig Lawyers

Paper Code: CD183W15

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Trusts and Issues in Relation to Family Trust Elections and Small Business Capital Gain Tax Concessions

Presented by Linda Tapiolas, Partner, Cooper Grace Ward Lawyers; Best Lawyers 2018, Trusts and Estate

Trust on Trial: Litigation and Costs

Presented by Dr. Daniel Morgan, Barrister Cedric Hampson Chambers; Leading Wills & Estates Litigation Barrister, Doyle's Guide 2017

Paper Code: CD183Q27

Price: $55

Order Paper

Date: March 2018
PAST PAPER

Trust Deed Amendments: Managing the Issues and Risks

Presented by Kaylene Hubbard, Director Enterprise and Tax, KPMG

Seminal Moments in the Life of a Discretionary Trust

Presented by Chris McCaffery, Consultant Corporate and Commercial, Bartier Perry Lawyers

Paper Code: CD183N39

Price: $55

Order Paper

Date: February 2018
PAST PAPER

KEYNOTE ADDRESS: The Fiduciary Role of a Trustee

Presented by Mark Fatharly, Partner, Murfett Legal; Chair of STEP WA; Preeminent Wills & Estates Litigation Lawyer, Doyle's Guide 2017

Navigating the New Small Business Restructure Rollover: What Trusts Need to Know

Presented by Mark Pollock, Partner, BDO

Issues You Need to Know about Trust Vesting

Presented by Timothy Pepper, Consultant, Robertson Hayles Lawyers

Paper Code: CD182AW01

Price: $99

Order Paper

Date: February 2018
PAST PAPER

Division 7A: An Ongoing Nightmare?

Presented Andrew Burns, Manager, Tax Consulting, HLB Mann Judd

International Dealings with Trusts and Beneficiaries: Practical Issues and Case Studies

Presented by Malcolm Wight, Director, William Buck; Chartered Tax Advisor

Issues You Need to Know about Trust Vesting

Presented by Adrian Cartland, Principal, Cartland Law; Recommended Tax Lawyer, Doyle's Guide 2017

Trust Variations: Practice and Pitfalls

Presented by Julie Van der Velde, Principal, VdV Legal; 2017 SME Chartered Tax Adviser of the Year; Recommended Wills, Estates and Succession Planning Lawyer, Doyle's Guide 2017

Navigating the New Small Business Restructure Rollover: What Trusts Need to Know

Presented by Stephen Nisbet, Director, Tax, BDO

Paper Code: CD182AS01

Price: $99

Order Paper

Date: February 2018
PAST PAPER

Division 7A: An Ongoing Heart Attack

Presented Dominic Moon, Special Tax Counsel, McCullough Robertson

Navigating the New Small Business Restructure Rollover: What Trusts Need to Know

Presented by Jodie Knowlton, Associate Director, BDO

Trust Deed Changes: Resettlement or Not?

Presented by John Middleton, Special Counsel, Clayton Utz; Chartered Tax Advisor; Recommended Tax Lawyer, Doyle's Guide 2017

Issues You Need to Know about Trust Vesting

Presented by Peter Vilaysack, EY Director, Law, Private Client Services

Paper Code: CD182AQ01

Price: $99

Order Paper

Date: February 2018
PAST PAPER

KEYNOTE ADDRESS: Tricky Trusts Issues You Cannot Avoid as a Trusted Advisor

Presented by Peter Bobbin, Managing Principal, Argyle Lawyers; Chair of STEP NSW; 2015 Tax Advisor of the Year (SME), The Tax Institute

Division 7A: An Ongoing Nightmare?

Presented Peter Bembrick, Partner, Taxation Services, HLB Mann Judd

Will Section 100A Sink Your Clients?

Presented by Vanessa Priest, Partner, Deloitte Private Tax

International Dealings with Trusts and Beneficiaries: Practical Issues and Case Studies

Presented by Stuart Le Cornu, Partner, Tax Advisory, Fordham Group

Trust Variations: Practice and Pitfalls

Presented by Denis Barlin, Barrister, Thirteen Wentworth Selborne Chambers

Issues You Need to Know about Trust Vesting

Presented by Allan Swan, Director, Estate Planning Equation; Chartered Tax Advisor; SMSF Specialist Advisor

Navigating the New Small Business Restructure Rollover: What Trusts Need to Know

Presented by Burton Andrews, Senior Manager, BDO

Paper Code: CD182AN01

Price: $99

Order Paper
2017

Date: March 2017
PAST PAPER

Trust Deeds: Drafting, Varying and Getting it Right

Presented by Paul Paxton-Hall, Partner, Paxton-Hall Lawyers

Trust Structures and Asset Protection

Re-settlement of Trusts

Presented by John Middleton, Special Counsel, Clayton Utz

Litigation and Costs

Presented by Dr Dan Morgan, Barrister, Inns of Court

Paper Code: CD173Q27

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Attend and earn 3 CPD units in Substantive Law

Trust Deeds: Drafting, Varying and Getting it Right
Presented by Michael Bennett, Barrister, Thirteenth Floor Selborne

Trust Structures and Asset Protection
Presented by Chris McCaffery, Consultant, Bartier Perry

Paper Code: CD173N24

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Trust Deeds: Drafting, Varying and Getting it Right

Presented by Lucy Ferreira, Associate, HHG Legal

Re-settlement of Trusts

Presented by James Marzec, Senior Associate, Zafra Legal

Trust Litigation and Costs

Presented by Mark Fatharly, Partner, Kott Gunning Lawyers

Trust Structures and Asset Protection

Presented by Tim Pepper, Consultant, Robertson Hayles Lawyers

Paper Code: CD173W31

Price: $55

Order Paper

Date: March 2017
PAST PAPER

Trust Deeds: Drafting, Varying and Getting it Right

Presented by Philip Bender, Barrister, List A

Trust Structures and Asset Protection

Presented by Allan Swan, Director, Estate Planning Equation

Paper Code: CD173V08

Price: $27.50

Order Paper

Date: February 2017
PAST PAPERS

TRUST DISTRIBUTIONS AND TAX COMPLIANCE

Trust Distributions: The What, How, Who, Why and When

Presented by Richard Wheeler, Partner, Deloitte Private

Unpaid Present Entitlements

Presented by Mark Reynolds, Principal, Tax Advisory, Crowe Horwath

Including a Trust in Business Restructuring

Presented by Daryl Jones, Senior Tax Consultant, HLB Mann Judd

Trusts and Property Investment

Centrelink, Department of Veterans' Affairs and Discretionary Trusts

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Taxation Law & Business Law (QLD); Chartered Tax Advisor

Trust Disputes: What Could Possibly Go Wrong?

Presented by Matthew Burgess, Director, View Legal

Ask the Lawyers

Panellists:

Howard Alexander, Barrister, PD Connolly Chambers
Matthew Burgess, Director, View Legal

Paper Code: CD172Q01A

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Trust Distributions: The What, How, Who, Why and When

Presented by Megan Field, Partner, Corporate Tax, Deloitte

Including a Trust in Business Restructuring

Presented by Andrew Burns, Manager, HLB Mann Judd

Trusts and Property Investment

Presented by Tim Elliott, Director-Taxation, Moore Stephens

Centrelink, Department of Veterans' Affairs and Discretionary Trusts

Presented by Tristan Barnes, National Manager, Financial Wellbeing and Advice, Shadforth Financial Group Limited

Trust Disputes: What Could Possibly Go Wrong?

Presented by Adrian Cartland, Principal, Cartland Law

Ask the Lawyers

Panellist:

Adrian Cartland, Principal, Cartland Law

Paper Code: CD172S01A

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Trust Distributions: The What, How, Who, Why and When

Presented by Eugene Berkovic, Partner, Deloitte Private

Unpaid Present Entitlements

Presented by Megan Bishop, Senior Manager, EY

Including a Trust in Business Restructuring

Presented by Josh Chye, Partner, HLB Mann Judd

Trusts and Property Investment

Presented by Tim Elliott, Director-Taxation, Moore Stephens

Centrelink, Department of Veterans' Affairs and Discretionary Trusts

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Taxation Law & Business Law (QLD); Chartered Tax Advisor

Trust Disputes: What Could Possibly Go Wrong?

Presented by Damian O'Connor, Principal, Tax + Law

Ask the Lawyers

Panellist:

Damian O'Connor, Principal, Tax + Law

Paper Code: CD172V01A

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Trust Distributions: The What, How, Who, Why and When

Presented by Tom Hodgkins, Partner, Deloitte Private

Including a Trust in Business Restructuring

Presented by Mark Pollock, Partner - Tax, BDO

Trusts and Property Investment

Presented by Davide Costanzo, Director, Moore Stephens

Centrelink, Department of Veterans' Affairs and Discretionary Trusts

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Taxation Law & Business Law (QLD); Chartered Tax Advisor

Paper Code: CD172W01A

Price: $99

Order Paper

Date: February 2017
PAST PAPER

Trust Distributions: The What, How, Who, Why and When

Presented by Vanessa Priest, Partner - Private Tax, Deloitte

Unpaid Present Entitlements: Not Just About Division 7A

Presented by David Pring, Managing Partner, KPMG

Including a Trust in Business Restructuring

Presented by Peter Bembrick, Partner - Tax Services, HLB Mann Judd

Trusts and Property Investment

Presented by Tim Elliot, Director - Taxation, Moore Stephens

Centrelink, Department of Veterans' Affairs and Discretionary Trusts

Presented by Clifford Hughes, Principal, Clifford Hughes & Associates; Accredited Specialist in Taxation Law & Business Law (QLD); Chartered Tax Advisor

Trust Disputes: What Could Possibly Go Wrong?

Presented by Peter Bobbin, Argyle Lawyers and 2015 Tax Advisor of the Year (SME), Taxation Institute

Ask the Lawyers

Panellist:

Peter Bobbin, Argyle Lawyers and 2015 Tax Advisor of the Year (SME), Taxation Institute

Paper Code: CD172N01A

Price: $99

Order Paper