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Resources on demand

2023 Adviser Conference – Friday, 24 March

Friday sessions

Our talented team of experts are here to deliver critical legal updates and to equip you with a detailed understanding of the changes that will affect you and your clients in the year ahead.

[Running time: 7 hr ]




Residency update

So, what do advisers need to know about residency and what are the red flags?
We are finding more and more advisers are coming to us with clients who are facing residency issues – often to their surprise. Yes, the ATO have issued a draft ruling but there are still changes in the pipeline.

The ATO’s use of the avoidance provisions

We all know the tax anti-avoidance provisions are out there, but what do they really mean in practice?

We are seeing the ATO use these more to crack down on common practices – for example, trust distrubutions.

In this session, we will analyse the lessons advisers can take from the recent cases and how to identify when the ATO may look to apply the avoidance provisions – and how to protect clients and themselves.

Payroll tax war stories – what the QRO are investigating and how to help clients prepare

The Queensland Revenue Office have been very actively auditing Queensland employers for compliance with payroll tax, particularly businesses not usually expecting to pay it.

In this session, we will discuss the risk areas for review, how to respond to a QRO audit and steps to proactively ensure clients won’t be in for a nasty shock.

Does marriage matter?

For many years there was a clear distinction between the rights of married couples and those who had not formally tied the knot.

But, by 2023, that has gone – or has it?

This session will explore the differences between whether you are married or not across the spectrum of family law, superannuation, estate planning, administration and disputes.
It’s not as straightforward as you think!

Common trust deed provisions that cause practical problems

Since the Bamford decision, more attention is being paid to trust deed provisions.

But the focus has usually been on clauses that deal with income, and trust deeds have many more clauses than those.

Some popular trust deeds have clauses that just do not work in practice and can cause major complications if not managed properly.

In this session, we will explore problem trust deed provisions we have come across – and how we have dealt with or prevented the ensuing fallout.

Gift and loan back arrangements – do they still work?

Gift and loan back arrangements have been a staple of asset structuring for many years.

Recent cases (including Re Permewan) have turned the spotlight on what it takes for them to be effective (reinforcing that they are not an off-the-shelf answer) and how to get them right.

This session will delve into how to use them, and what it takes for gift and loan back arrangements to work.

Executors and attorneys – what are their rights and obligations?

Being an executor or an attorney is often viewed as a privilege to aspire to, and we are seeing more advisers being asked to take on these roles.

But, is it really a privilege? What is actually involved and required?

As the scrutiny on executors and attorneys increases, who should be appointed, should advisers be taking on these roles, and what does everyone need to know?

Is it time to restructure?

We finally have legislation for the Queensland restructure rollover duty exemption, so the spotlight is well and truly back on whether now is the time to restructure.

This session will cover the considerations (including tax and duty) and other factors often not taken into account – like employment law, commercial issues and insolvency risks.