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Live Webinars

Live Webinar: Protecting the Family Home in the Estate Plan

From the commencement of a business to the later years of life, it is not uncommon for the protection of the family home to be uppermost in the mind of its owner. This session explores the strategies being used and recent developments, including: How foolproof is registration o
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

Wednesday 25th September 2024
Vic, NSW, Qld, ACT, Tas: 11.00am to 12.00pm
SA & NT: 10.30am to 11.30am
WA: 9.00am to 10.00am

About the Webinar

From the commencement of a business to the later years of life, it is not uncommon for the protection of the family home to be uppermost in the mind of its owner. This session explores the strategies being used and recent developments, including:

  • How foolproof is registration of the family home in the low risk spouse’s name? (Bosanac v C of T [2022] HCA 34)
  • What if asset protection strategies undertaken for business risk purposes are not aligning with estate planning intentions years later, including:
    • 99%/1% ownership allocations initially used to protect the ‘high risk” individual
  • What are the tax implications of implementing a right to occupy a main residence in the estate plan?
  • The pros and cons of transferring the family home to a trust
  • Recent developments in the use of gift and loan back strategies involving the family home and tips for minimising the risk, including:
    • when and how the arrangement may become statute barred
    • the effectiveness of using promissory notes (Re Permewan No.2 [2022] QSC 114)
  • Case study

Presented By

Matthew Burgess
Director, View Legal Australia,

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

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 Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. 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.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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