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Recorded Webinars

Recorded Webinar: Pre Death Restructures Involving a Business

The existence of a business in the estate plan requires careful consideration that can include asking the question “Is the entity that conducts the business suitable for the next generation of ownership?” This session explores the question and the options available, including:
PRESENTED BY Darius Hii Director, Chartered Tax Adviser - Chat Legal , Brisbane

Date/Time

About the Webinar

The existence of a business in the estate plan requires careful consideration that can include asking the question “Is the entity that conducts the business suitable for the next generation of ownership?” This session explores the question and the options available, including:

  • What are the pros and cons of a pre death restructure?
  • Tips and traps when transferring ownership of a corporate beneficiary from individuals to a discretionary trust
  • Changing a discretionary trust to a fixed trust (ie. parents and 3 children as beneficiaries to 3 children each with a 33.33% interest):
    • what are the tax consequences?
    • is a resettlement triggered?
  • Are there any tax effective restructuring options for a business operated in a discretionary trust where fixed ownership is preferred?
  • Does estate planning satisfy being a “genuine restructure of an ongoing business” for the small business restructure rollover? (LCR 2016/3)
  • Pre death tax effective restructuring for sole trader and partnership businesses passing to the next generation
  • Strategies for tax effective pre death intergenerational transfer of a business
  • Case study

Presented By

Darius Hii
Director, Chartered Tax Adviser, Chat Legal Brisbane, QLD

Darius is a tax and estate planning lawyer, who works alongside private clients and advisors to provide comprehensive structuring advice. The core of his work revolves around planning today for a headache free tomorrow and relates to personal and business succession planning.

This often involves preparing holistic estate plans and ensuring they are structured to complement a client's succession planning and asset protection intentions, as well as implementing tax effective business succession and restructuring strategies.

He has developed a deep interest in trusts and taxation which complements his area of practice.

He founded Chat Legal Pty Ltd to provide legal services to busy individuals and families outside office hours and at a location convenient to them.

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 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]

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