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Recorded Webinars

Recorded Webinar: The Top Three Key Cross-Border Tax Issues in the Estate Plan

This session provides the ‘best of’ collection of cross border tax issues that every estate planner should be aware of, exploring: CGT Event K3 – assets passing to tax advantaged beneficiaries When is it triggered? Ho
PRESENTED BY Neil Brydges Principal Lawyer - Sladen Legal , Melbourne

Date/Time

About the Webinar

This session provides the ‘best of’ collection of cross border tax issues that every estate planner should be aware of, exploring:

  • CGT Event K3 – assets passing to tax advantaged beneficiaries
    • When is it triggered?
    • How does it apply to testamentary trusts?
    • Application where one or more trustees or beneficiaries/potential beneficiaries are non-resident
  • Division 855 – understanding the CGT rules for non-residents in relation to taxable Australian property and taxable Australian real property
    • What’s included in real property?
    • Understanding how Division 855 can apply to trusts – TR 2019/D6
  • S99B – receipt by Australian resident of distributions from foreign trusts
    • Establishing capital nature of distribution from non-resident trust: TD 2017/24
    • When is a distribution made under an existing trust and not under the estate – understanding the deemed receipt rule in s99C

Presented By

Neil Brydges
Principal Lawyer, Sladen Legal Melbourne, Vic

Neil is a Principal Lawyer in Sladen Legal’s tax group. Neil practises in all areas of direct and indirect tax with a particular focus on the taxation of trusts, deceased estates, income and capital gains tax, and Division 7A.

Neil has also advised extensively on cross border taxation issues and the implications of transactions and dealings in the development of property. Using his technical tax knowledge, Neil works with clients to obtain commercial and practical outcomes. He has particular experience in dealing with the Australian Taxation Office on complex tax issues in a dispute resolution context.

Neil is a keen and active member of the tax community. As well as presenting on tax topics at various sessions, he has authored and co-authored several published articles, papers, and bulletins. Neil is a member of the Tax Committee of the Law Council of Australia, an Accredited Specialist in Taxation Law and is a member of the Tax & Revenue Law Committee with the Law Institute of Victoria and a Chartered Tax Advisor and member of the Dispute Resolution Technical Committees with The Tax Institute.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. 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 units/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 April 1 st 2021, due to the new 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]

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