Accounting & Tax
2020
- CGT Mini-Series: Standard Rollovers
Presented by Linda Tapiolas, Partner, Cooper Grace Ward
Paper Code: CD208AL04A
Price: $27.50
- GST, Stamp Duty and Land Tax Issues Affecting Your Property Developer Clients
Presented by Sam Mohammad, Partner, RSM
Paper Code: CD203AQ02
Price: $27.50
- 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
2019
- Practical Guideline of Small Business Restructuring
Presented by Tim Poli, Director, Kings Park Legal; CTA
Paper Code: CD196AW01
Price: $27.50
- 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
- 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
- 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
- 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
- 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
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
- 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
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
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
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
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
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
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
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
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
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
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
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
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
Business Advisory
2020
- Using the Small Business CGT Concessions: Share or Asset Sale?
Presented by Peter Bembrick, Partner – Taxation Services, HLB Mann Judd
- Business Restructuring Considerations During COVID
Presented by Nima Karimian, Senior Manager, Tax & Advisory, Deloitte Private
- Succession Planning In a Crisis
Presented by Kirsten Taylor-Martin, Partner, Grant Thornton; Accredited Family Business Advisor
Paper Code: CD2010AN01
Price: $27.50
- 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
- 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
- Should Your Clients Consider Franchising?
Presented by Andrea Pane, Director and Principal, ACP Lawyers
Paper Code: CD203AV02
Price: $27.50
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
- 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
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
- 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
- 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
- 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
- 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
- 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
- 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
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
- 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
- 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
- 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
- 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
- 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
- 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
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
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
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
- 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
- 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
- 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
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
- 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
- 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
- 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
- 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
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
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
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
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
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
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
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
