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110508
Recorded Webinars

Recorded Interactive Webinar: Navigating Tax Landmines in Australia's Great Wealth Transfer

With the ATO declaring succession planning as their "number one focus in 2025," families transferring generational wealth face unprecedented scrutiny. In this session, we will explore the critical tax risks, including: Understanding the focus on family wealth transfers and what
PRESENTED BY Steve Grant Director, Merthyr

Date/Time

About the Webinar

With the ATO declaring succession planning as their "number one focus in 2025," families transferring generational wealth face unprecedented scrutiny. In this session, we will explore the critical tax risks, including:

  • Understanding the focus on family wealth transfers and what triggers ATO attention in succession planning.
  • Trust restructuring tax traps to navigate
  • Managing unpaid present entitlements post the decision in Bendel and avoiding deemed unfranked dividend traps.
  • Pre-CGT asset preservation strategies.
  • Trust deed amendments and CGT "resettlement" risks.
  • Addressing tax residency issues, double taxation, and offshore asset implications for internationally connected families.

Presented By

Steve Grant
Director, Merthyr

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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