Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
86658
Recorded Webinars

Recorded Webinar: Border Crossing: Taxing Times for Non-Resident Beneficiaries in the Estate Plan

With so many Australians either living outside the country or having broader overseas family connections, a new frontier has opened up for revenue raising by both the Commonwealth government and the states. This session will provide a deep dive into financial considerations in es
PRESENTED BY Paul Evans Partner - Makinson d'Apice Lawyers , Sydney

Date/Time

About the Webinar

With so many Australians either living outside the country or having broader overseas family connections, a new frontier has opened up for revenue raising by both the Commonwealth government and the states. This session will provide a deep dive into financial considerations in estate planning for trusts and assets with foreign or non-resident owners and beneficiaries, including:

  • An update on relevant federal and State legislation including capital gains tax, stamp duty and land tax liability
  • Tests for determining residency
  • Tips and traps for establishing trusts with non-resident beneficiaries – who should be the trustee?
  • Strategies for minimising liability in distribution of Australian property to non-resident beneficiaries under a will
  • Reviewing and updating trust deeds to manage the rules and minimise impact
  • Where to from here? Practical advice for clients

Presented By

Paul Evans
Partner, Makinson d'Apice Lawyers Sydney, NSW

Paul Evans has over 30 years' experience in providing legal services to private clients, specialising in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration.

He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners.

For the past 4 years, Paul has been listed in the Doyles' guides as one of the leading lawyers in the area of Leading Wills, Estates & Succession Planning in NSW. In 2023 he was ranked by Doyles' as being a pre-eminent lawyer in the area.

He is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth and during his time in London he specialised in inheritance tax mitigation.

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 – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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