• The Royal Geelong Yacht Club (map)
  • 25 Eastern Beach Road
  • Geelong, VIC, 3220
  • Australia

This seminar is aimed at Accountants, Financial Planners and those advising individuals and companies about asset protection planning. 


Voidable transactions
Presented by Ali Erskine, Special Counsel, Harwood Andrews

Often referred to as ”claw back provisions”, there are a number of provisions in the Corporations Act 2001 (Cth) (Act), that permit liquidators to recover certain transactions made by the insolvent company, within certain specified periods, prior to the commencement of the liquidation.

It is useful to understand the different categories of voidable transactions, the liquidator’s powers and the possibility of available defences.

Treatment of gifts and loans by parents or family members in family law settlements
Presented by Lisa Hunt, Principal, Harwood Andrews

  • The distinction between gifts and loans and their treatment in family law settlements
  • When might the court disregard a debt
  • The importance of documenting gifts and loans to family members

Trusts and Unpaid Present Entitlements (UPEs) 
Presented by Rob Jeremiah, Principal, Harwood Andrews

  • what are UPEs and how are they created
  • tax and UPEs
    • Div 7A and s.100A ITAA 36
    • assignment and release of “income” and “capital” UPEs by individuals and companies
  • UPEs and asset protection and succession planning and lessons from Fischer v Nemeske Pty Ltd