Accounting & Tax

2020
  • CGT Mini-Series: Standard Rollovers

Presented by Linda Tapiolas, Partner, Cooper Grace Ward

Paper Code: CD208AL04A

Price: $27.50

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  • GST, Stamp Duty and Land Tax Issues Affecting Your Property Developer Clients

Presented by Sam Mohammad, Partner, RSM

Paper Code: CD203AQ02

Price: $27.50

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  • Foreign Investors Running Businesses in Australia: Permanent Establishment vs Subsidiary

Presented by Simon Dorevitch, Manager – Corporate Tax, RSM; Chartered Tax Adviser

  • Protecting Your Client’s Worldwide Assets: What You can Learn from Jurisdictional Settlement

Presented by Mark Parker, Partner & Practice Group Leader, Lander & Rogers

Paper Code: CD203AV01

Price: $55

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2019
  • Practical Guideline of Small Business Restructuring

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

Paper Code: CD196AW01

Price: $27.50

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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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

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  • 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Business Advisory

2020
  • Critical SMSF Considerations for Succession Planning

Presented by Shari Neagle, Director of Superannuation Services, Bentleys SA and Tasha Naige, Senior Associate, DMAW Lawyers

  • Effective use of Testamentary Trusts in Succession Planning

Presented by Nathan Yii¸ Principal Lawyer, Nathan Yii Lawyers; SMSF Specialist Advisor; Chartered Tax Advisor; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2020

  • Your Guide to Managing Real Estate Issues and Disputes in Deceased Estates

Presented by Ben Wilson, Chartered Tax Adviser, Partner and Caitlin Ashworth, Lawyer, CCK Lawyers

Paper Code: CD207AS02

Price: $55

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  • 2020 Essential Tax Update

Presented by Kaylene Hubbard, Tax Partner, KPMG

  • The Realities of Managing an Australian Financial Services Licensee

Presented by Sean Graham, Director, Assured Support

Paper Code: CD205AN01

Price: $27.50

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  • Should Your Clients Consider Franchising?

Presented by Andrea Pane, Director and Principal, ACP Lawyers

Paper Code: CD203AV02

Price: $27.50

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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

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  • 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

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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

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  • 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

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  • 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

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  • 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Estate Planning

2020
  • Discretionary Trusts and Queensland State Taxes: Tips and Traps

Presented by Darius Hii, Director, Chat Legal 

  • Restructuring Family Trusts: When can Trust Cloning or Trust Splitting Enable Tax and Duty Effective Asset Transfers?

Presented by Patrick Ellwood, Director, Clover Law

  • Tax Threats to Trust Structures: Dealing with Section 100A Reimbursement Agreements and the Proposed Changes to Div. 7A

Presented by Linda Tapiolas, Partner, Cooper Grace Ward Lawyers

  • Passing Control of a Discretionary Trust to the Next Generation as a Business Succession Strategy

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

  • Strategic Structuring for Estate Planning and Asset Protection: How to Protect Clients in Life and in Death

Presented by Bryan Mitchell, Director, Mitchells Solicitors; Accredited Specialist in Succession Law (QLD)

  • For a Few Dollars More: Practical Tips for Deceased Estates Taxation Issues

Presented by Carrie Payne, Associate, Business Depot

Paper Code: CD203AQ01

Price: $165

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  • Passing Control of a Discretionary Trust to the Next Generation as a Business Succession Strategy

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

  • Strategic Structuring for Estate Planning and Asset Protection: How to Protect Clients in Life and in Death

Presented by Bryan Mitchell, Director, Mitchells Solicitors; Accredited Specialist in Succession Law (QLD)

  • For a Few Dollars More: Practical Tips for Deceased Estates Taxation Issues

Presented by Carrie Payne, Associate, Business Depot

Paper Code: CD203AQ01B

Price: $99

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  • Death and Taxes: Some Practical Discrete Issues You Just Must Know

Presented by Ken Schurgott, Solicitor Director, Schurgott & Co Lawyers
Prepared by Ian Raspin, Managing Director, Lyn Freshwater, Senior Tax Consultant, Mark Morris, Senior Tax Counsel, BNR Partners

  • Strategic Structuring for Estate Planning: How to ‘Own Nothing but Have Access to Everything’?

Presented by Asheetha Jelliffe, Partner, Bridges Lawyers; Accredited Specialist in Wills & Estates

  • Hottest Issues You Need to Know about Estate Planning

Ken Schurgott, Solicitor Director, Schurgott & Co Lawyers
Kirsten Taylor-Martin, Partner, Private Advisory, Grant Thornton

  • Cross Border Estate Planning: Inheriting from Foreign Estates

Presented by Raymond Lim, Solicitor Director, TEP Legal

  • New Skills Needed for you to Deal with Ageing Clients: Capacity, Cognition and Ability

Presented by Michael Perkins, Practitioner Member, Academic Community of the Society of Trust and Estate Practitioners (STEP)

  • A Step by Step Guide to Manage the Death of an SMSF Member

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

Paper Code: CD202AN02

Price: $99.00

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  • Death and Taxes: Some Practical Discrete Issues You Just Must Know

Presented by Mark Morris, Senior Tax Counsel, BNR Partners

  • Dealing with Real Property in Estate Planning

Presented by Ines Kallweit, Principal Solicitor, KHQ Lawyers; Accredited Specialist in Wills & Estates

  • Interplay between Estates and Family Law: What Accountants Need to Know

Presented by Hayley Hunter, Senior Associate, KCL Law

Paper Code: CD202AV02

Price: $55

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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

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  • 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

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  • 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

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  • 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Financial Advisory  & Wealth Management

2020
  • Client Protection: Understanding Your Client’s Estate Planning by Undertaking a Health Check

Presented by Paul Evans, Partner, Makinson d’Apice Lawyers; Accredited Specialist in Wills and Estates

Paper Code: CD203AN01

Price: $99

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Superannuation

2020
  • Tax Effective Pension Strategies and Practical Tips on TBAR

Presented by Leigh Mansell, Director, SMSF Technical & Education Services, Heffron SMSF Solutions

  • Maximising Contributions and being on Top of Total Super Balance

Presented by Mark Wilkinson, Partner, Superannuation, BDO

  • A Practical Guide to Sole Purpose Test and Identifying Compliance Risks

Presented by Yvonne Chu, Head of Technical and Professional Development, Australian Unity

  • Practical Superannuation Strategies in Estate Planning

Presented by Colin Lewis, Head of Technical Services, Fitzpatricks Private Wealth

  • SMSFs Bracing for Unexpected Circumstances: Family and Relationship Breakdowns and Business Disagreement

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

Paper Code: CD204AN03

Price: $27.50

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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

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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

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  • 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

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  • 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

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  • 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

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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

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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

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Trusts

2020
  • Taxation of Foreign Discretionary Trusts: What to Watch out for

Presented by Jonathan Ortner, Partner and Kaitlin Lowdon, Senior Associate, Arnold Bloch Leibler

  • Be Aware of the Risks: Resident Trusts with Foreign Assets or with Non-Resident Beneficiaries

Presented by Tony Nunes, Senior Client Director and Jane Harris, Senior Tax Consultant, Kelly + Partners Tax Legal

  • Maximising Access to Small Business CGT Concessions in the Context of Trusts

Presented by Andrew Noolan, Partner, Brown Wright Stein Lawyers

Paper Code: CD202AN01

Price: $99

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  • Taxation of Foreign Discretionary Trusts: What to Watch out for

Presented by Jonathan Ortner, Partner and Kaitlin Lowdon, Senior Associate, Arnold Bloch Leibler

  • Handle with Care: Practical Tips for Tax Planning with Foreign Beneficiaries

Presented by George Psarrakos, Director, Mutual Trust; Chartered Tax Adviser

  • Passing Control of a Discretionary Trust to the Next Generation as a Business Succession Strategy

Presented by Paul Hockridge, Partner, Tax, Mutual Trust

Paper Code: CD202AV01

Price: $99

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  • Discretionary Trusts and Queensland State Taxes: Tips and Traps

Presented by Darius Hii, Director, Chat Legal

  • Restructuring Family Trusts: When can Trust Cloning or Trust Splitting Enable Tax and Duty Effective Asset Transfers?

Presented by Patrick Ellwood, Director, Clover Law

  • Tax Threats to Trust Structures: Dealing with Section 100A Reimbursement Agreements and the Proposed Changes to Div. 7A

Presented by Linda Tapiolas, Partner, Cooper Grace Ward Lawyers

  • Passing Control of a Discretionary Trust to the Next Generation as a Business Succession Strategy

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

  • Strategic Structuring for Estate Planning and Asset Protection: How to Protect Clients in Life and in Death

Presented by Bryan Mitchell, Director, Mitchells Solicitors; Accredited Specialist in Succession Law (QLD)

  • For a Few Dollars More: Practical Tips for Deceased Estates Taxation Issues

Presented by Carrie Payne, Associate, Business Depot

Paper Code: CD203AQ01

Price: $165

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  • Discretionary Trusts and Queensland State Taxes: Tips and Traps

Presented by Darius Hii, Director, Chat Legal

  • Restructuring Family Trusts: When can Trust Cloning or Trust Splitting Enable Tax and Duty Effective Asset Transfers?

Presented by Patrick Ellwood, Director, Clover Law

  • Tax Threats to Trust Structures: Dealing with Section 100A Reimbursement Agreements and the Proposed Changes to Div. 7A

Presented by Linda Tapiolas, Partner, Cooper Grace Ward Lawyers

Paper Code: CD203AQ01A

Price: $99

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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

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  • 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

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  • 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

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  • 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

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  • 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

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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

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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

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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

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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

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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

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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

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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

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