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Recorded Webinars

Recorded Webinar: A Place to Call Home: Main Residence and Death

The main residence is often the most valuable asset in an estate, and sometimes the only asset. Special tax treatment applies on death, and thought must go into planning where one spouse survives the other. With further reforms on the horizon, it’s never been more important for a
PRESENTED BY Craig Spink Principal - Spink Legal , Brisbane

Date/Time

About the Webinar

The main residence is often the most valuable asset in an estate, and sometimes the only asset. Special tax treatment applies on death, and thought must go into planning where one spouse survives the other. With further reforms on the horizon, it’s never been more important for advisers to understand how to factor in the main residence in the estate plan. It covers:

  • What constitutes the main residence/dwelling?

  • The effect of title arrangements in estate planning: joint tenancies and joint proprietors

  • What to do where one spouse survives the other and what are the most beneficial options:

    • Title and ownership

    • Life Interest

    • Right to occupy

    • Impact of holding and sale on pension and aged care fees

    • Replacement residences - tax implications

  • Death, CGT and the main residence exemptions:

    • What are the relevant dates and time limits? Pre and post CGT considerations

    • Full and part exemptions - when do they apply?

    • Extension of exemption and Commissioner’s discretion

    • Cost base

    • Main residences in a testamentary trust

    • Impact of Treasury Laws Amendment (Reducing Pressure on Housing Affordability) Bill 2019

  • Case study

  • Tips for preservation of asset value

Presented By

Craig Spink
Principal, Spink Legal Brisbane, QLD

Craig has been an estate and commercial lawyer for over 15 years including 6 years as Principal of Spink Legal. Craig’s practice focusses on estate planning, administration and litigation, Court proceedings including will interpretation actions, preparation of commercial agreements including shareholder agreements and business succession agreements for professional practices.

In addition to his role as Principal of Spink Legal, Craig is the Managing Director of Invaulta, a Brisbane based software company providing an online safe custody solution for lawyers and their clients.

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.

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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