Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
87433
Recorded Webinars

Recorded Webinar: Estate Planning and the Family Home: The Tax Imperatives

A willmaker may sometimes see the need to look further than having their assets realised or transferred to intended beneficiaries. Peace of mind may be gained by ensuring that an ongoing roof over a beneficiary’s head is more important than providing an upfront legacy. This sessi
PRESENTED BY Paige Edwards Senior Associate - McCullough Robertson Lawyers , Brisbane

Date/Time

About the Webinar

A willmaker may sometimes see the need to look further than having their assets realised or transferred to intended beneficiaries. Peace of mind may be gained by ensuring that an ongoing roof over a beneficiary’s head is more important than providing an upfront legacy. This session looks into how the plan can be achieved and the tax implications of doing so as detailed in TR 2006/14, including:

  • The difference between a life and remainder interest in property held on trust, a legal life and remainder interest and a right to reside
  • What are the CGT consequences of creating a life and remainder interest in property on trust for:
    • the original owner?
    • the trustee?
    • the life and remainder owners?
  • What if beneficiaries of a will agree to realise the property originally intended to be applied to life and remainder interests?
  • What are the CGT consequences on the death of the life interest owner?
  • Does PS LA 2003/12 apply to property transferred to remainder beneficiaries on the death of a life interest owner?
  • Pros and cons of establishing life and remainder interests in property inter vivos or via a will
  • Strategies for providing a lifetime roof over the head of a beneficiary
  • Case study – parents subdividing to demolish home and build two units, one for them and one for a roof over the head of one of two siblings

Presented By

Paige Edwards
Senior Associate, McCullough Robertson Lawyers Brisbane, Qld

Paige is a Lawyer in the Estates team, practicing exclusively in the area of succession law since her admission in October 2012. Her main area of practice has always been estate planning for high net worth clients with complex structures as well as for blended families, families with children with special needs or individuals with difficult personal situations.

As part of the practice, Paige acts for individuals from diverse backgrounds, professional trustee company organisations, other law firms, charities, government organisations and departments, accountants and financial advisors.

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/Training 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.

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.

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]

Go to top