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A message from our host

I am delighted to invite you to Cooper Grace Ward's 15th Annual Adviser Conference, to be held on 21 and 22 March 2024 at Sofitel Brisbane Central and broadcast live through our event platform.

The rapid pace of change has continued this past year and looks set to ramp up further in 2024, especially in the areas of tax, super, trusts, estates and business succession, among many more!
 
Join our team of leading experts as they equip you with a detailed understanding of what will affect you and your clients in 2024 and show you how the major developments of the past 12 months have changed the industry. 
 
We look forward to seeing you there in person or online! 
 

Scott Hay Bartlem
Partner

Registration options

Whether you prefer a single-day experience, a two-day pass, or the convenience of joining from your own home at your own pace, we offer a registration option to suit everyone.

2024 Program

Learn more about our conference highlights and schedule.

About the conference

The Annual Adviser Conference is designed to give you the latest updates, practical applications, and cutting-edge developments that will affect you and your clients in the coming year.

You’ll hear from leading legal experts, get tips and tricks to help you and your clients, and have the opportunity to connect with peers and potential partners. Plus, you’ll earn up to 11 CPD points, with sessions accredited through the SMSF Association and Financial Advice Association Australia.

This year’s program highlights include: 

  • traps in administering deceased estates
  • SMSF update
  • the impact of the $3 million cap (Div 296 tax)
  • the many uses of trust cloning
  • land tax opportunities
  • trust deed updates
  • what to do when your clients become non-residents
  • dealing with the ATO
  • the many uses of financial agreements
  • whether trustee discretion is as good as we think
  • succession in family businesses and primary production enterprises.

Who is the conference for?

The Annual Adviser Conference is tailored to suit the needs of:

  • accountants
  • financial advisers
  • lawyers
  • other professional advisers. 

What are the benefits?

Advisers who participate in the conference can expect to: 

  • hear from leading legal experts
  • get practical tips to help you and your clients
  • access networking opportunities
  • gain up to 11 CPD points with sessions accredited through the SMSF Association and Financial Advice Association Australia. 

Registration options

All guests of the 2024 Annual Adviser conference will be able to attend and receive CPD points either live at the Sofitel Brisbane Central or virtually through our online event platform.

The platform is easy to use and will contain program information, resources (including technical papers and slides) and live streaming with Q&A, chat, feedback and polling. Delegates will receive an email containing login details and the resources in the week prior to the event. 

If you’ve already bought a ticket to attend in-person but would rather attend virtually, please email events@cgw.com.au and we’ll convert the ticket for you. 

*** Group bookings of five to ten registrations receive 5% discount. Ten registrants and above receive 10% discount. Contact events@cgw.com.au for information on our group registration options. 

Thursday

Full day one
$ 490
  • Full access to event platform for a month after the event
  • Online access to Thursday sessions
  • Thursday event resources
  • Day catering for those attending at Sofitel Brisbane
  • Friday adviser sessions

Friday

Full day two
$ 490
  • Full access to event platform for a month after the event
  • Online access to Friday sessions
  • Friday event resources
  • Day catering for those attending at Sofitel Brisbane
  • Thursday adviser sessions

Both days

Full access to day one and two
$ 690
  • Full access to event platform for a month after the event
  • Online access to Thursday and Friday sessions
  • Thursday and Friday event resources
  • All catering and social functions for those attending at Sofitel Brisbane

Event program

Thursday 21 March

9.00 am – 10.30 am | Traps in administering deceased estates
Hayley Mitchell, Sarah Camm and Nathan Rutherford

Many people view administering deceased estates as quite procedural. And that can be true.

However, it does not take much for an estate to suddenly become complex. With modern family structures and asset holdings, quirks in estate administration are increasingly common .

We will explore issues that we see on files, including:

  • estate challenges
  • the impact of incapacity
  • super death benefits
  • trusts and business interests
  • tax issues, including the main residence concession, cost base issues and claiming small business CGT concessions.

10.30 am - 11.00 am | Morning tea

11.00 am – 12.30 pm |Traps in administering deceased estates
Hayley Mitchell, Sarah Camm and Nathan Rutherford

Session continued

12.30 pm - 1.30 pm | Lunch

1.30 pm – 2.30 pm | SMSF update
Scott Hay-Bartlem, Clinton Jackson and Steven Jell

The world of SMSFs has been very busy this year, with some interesting cases, legislation for NALE general expenses and, of course, the $3 million cap (Div 296 tax).

Join us as we discuss these developments, with the last session devoted to the impact on the new ‘Div 296 tax’ on earnings on balances over $3 million. As you would expect, there is more than initially meets the eye! Should we take steps to restructure now, or wait?

2.30 pm - 2.45 pm | Afternoon tea

2.45 pm – 4.00 pm | The impact of the $3 million cap (Div 296 tax)
Scott Hay-Bartlem and Clinton Jackson

4.00 pm - 5.00 pm | Networking and drinks

Friday 22 March

8.45 am – 9.30 am | The many uses of trust cloning
Clinton Jackson and Keeghan Silcock

Trust cloning is a uniquely Queensland thing, arising from some quirks in duty legislation.

A potentially powerful restructuring tool, it has many uses, including some opportunities for getting assets in and out of SMSFs.

So, what is it and how have we used it on our files?

8.45 am – 9.30 am | Land tax opportunities
Tom Walrut and Elise Emmerson

Land tax is often overlooked as a consideration in structuring. There are a myriad of opportunities for minimising land tax in Queensland.

This session will discuss:

  • the use of trust cloning
  • home exemption for trusts
  • right of occupation and main residence exemptions
  • primary production land
  • avoiding grouping.
10.15 am – 10.45 am | Trust deed update – how to know …
Sacha Robinson, Nathan Rutherford and Steven Cawood

We often get questions about whether trust deeds should be updated. In this session we will discuss the things to look for in discretionary family trusts, SMSF trust deeds and unit trusts (including when a trust needs to be a fixed trust).

10.45 am - 11.15 am | Morning tea

11.15 am – 12.00 pm | What happens when your clients become non-residents?
Fletch Heinemann

Many clients are heading overseas, but leaving behind Australian assets, companies and trusts.

So, what do advisers need to look out for, and tell their clients, before they move overseas? It happens more often than you think!

12.00 pm – 12.45 pm | Dealing with the ATO
Murray Shume

We are seeing ATO review and audit activity, including Next 5000 private group reviews, ramping up, with more ATO auditors offering to ‘come to help’.

So what are the techniques in dealing with the ATO to influence a favourable outcome, and what must advisers never do?

12.45 pm - 1.30 pm | Lunch

1.30 pm – 2.15 pm | The many uses of financial agreements
Steven Jell and Craig Turvey

Financial agreements have been part of Australian law for many years now and the use of the pre-nup is commonplace.

But that overlooks its many other uses – as an estate planning tool, and in passing control to the next generation.

Join us as we discuss the many other uses of financial agreements

2.15 pm – 3.00 pm | Is trustee discretion as good as we think?
Hayley Mitchell and Sarah Camm

For many years we have relied on trustee discretion in a wide variety of situations.

But is trustee discretion absolutely absolute?

With court cases making inroads into how trustees make decisions and making trustee decisions more vulnerable to review, it is more important than ever to know the limits of trustee discretion and how to ensure clients are protected.

3.00 pm - 3.30 pm | Afternoon tea

3.30 pm – 5.00 pm | Succession in family businesses and primary production enterprises – how to and how not to!
Linda Tapiolas, Justine Woods, Graham Roberts, Charles Sweeney, Laura Gahan, Annie Smeaton and Hayley Mitchell

Much has been written about the pace of intergenerational wealth transfer, and we are seeing more and more families passing on business and primary production assets down the generations – with varying degrees of success.

So what works, and what doesn’t?

While we suspect the answer will be ‘it depends’, join our panel as they work through their experiences and offer suggestions.

5.00 pm - 6.00 pm | Networking and drinks

‘The speakers have been good and always present on interesting topics. Great to put faces to names who I have worked with over the years. Good value CPD points.’

Nola Luyten – Eagle Tax & Accounting

Our speakers

Partner
Property, planning and environment​
Partner
Revenue, tax, superannuation and
estates
Partner
Revenue, tax and tax disputes​
Partner
Tax, superannuation, commercial
and estate planning
Partner
Estate planning, administration
and disputes
Partner
Insolvency
Partner
Workplace relations and safety
Partner
Corporate and commercial
Partner
Revenue, tax and commercial
Partner
Family law
Special Counsel
Superannuation, estate planning
and administration
Special Counsel
Revenue, tax and tax disputes
Special Counsel
Family law
Senior Associate
Tax, superannuation, commercial
and estate planning
Senior Associate
Revenue, tax and commercial
Associate
Estate planning, administration
and disputes
Associate
Revenue, tax and tax disputes
Associate
Superannuation, commercial and
estate planning
Lawyer
Superannuation, commercial and
estate planning
Lawyer
Superannuation, commercial and
estate planning