• Atura Albury (map)
  • 648 Dean Street
  • Albury, NSW, 2640

Presented by Principals of Harwood Andrews, this seminar will provide accountants and financial planners with topical information in relation to current issues in super laws, asset protection and estate planning. 

The seminar is also a great way to gain CPD/CPE points and network with your colleagues.

Topics will include:

The latest issues and strategies under the new super laws
- Phil Broderick, Principal

The new super laws have complicated many people’s super planning. This session will cover: 

  • An overview of the new super laws
  • The latest issues arising from the new super laws including the new TBAR reporting regime
  • Strategies under the new super laws
  • How the new super laws affect death benefit planning.

Asset protection - Gift, Loan & Mortgage arrangements
- Rod Payne, Principal

The Victorian government recently abolished the spouse to spouse duty exemption for transfers of real estate other than the principal place of residence, therefore, bringing Victoria into line with NSW. This change, together with potential future changes to the availability of capital gains tax exemptions in respect of the disposal of an investment property, are important reminders for reviewing asset protection strategies for assets in both NSW and Victoria (and elsewhere).  
 
This session will explore the use of what are often referred to as gift, loan and mortgage arrangements as a tool to protect the assets of at risk individuals. This session will cover:

  • Key requirements for implementation of the arrangement
  • Potential issues with the arrangement
  • Commercial considerations for implementation

Impact of ‘Notional Estate’ provisions on estate planning
- Allison Bruce, Principal Lawyer

In New South Wales, the notional estate provisions of the Succession Act 2006 can operate to thwart your client’s estate plans by clawing assets back into the estate that usually fall outside of the ambit of a family provision claim. This session will cover:

  • Family provision claims – who is eligible to make a claim and what factors does a court take into account when determining a claim?
  • What is ‘notional estate’?
  • Examples of property that can form part of ‘notional estate’
  • How can this impact on Victorian-based clients?

REGISTRATION IS AT 5.00 FOR A 5.15 START, WITH DRINKS AND CANAPES SERVED BETWEEN 6.15 AND 7.00

REGISTRATION FOR THIS EVENT IS NOW CLOSED.
IF YOU HAVE ANY QUESTIONS PLEASE CONTACT OUR ALBURY OFFICE ON 02 6041 0777