Estate planning for the client with a SMSF and Family Trust

Course ID ID16002_WEP

  • Online
  • 2
  • Intermediate
  • 2 CPD POINTS

This seminar is designed to simplify what is usually regarded as a complex area. Particular attention is given to superannuation death benefits and wills creating testamentary trusts.

Prior to purchase please see the information below for system requirements.

College of Law Alumni and Law Society Members receive a 10% discount on the price.

Price

Full Price $240.00

Alumni/Member Price $216.00

Dates

Start date:

01 April 2016

End date:

30 June 2017

About This Course

Outline

Estate Planning (1)

  • Significance of different forms of asset ownership
  • Superannuation death benefits
  • Binding death benefit nominations
  • Second generation family trusts – control changes
  • Key Attributes – wills and testamentary trusts
  • Beneficiary controlled testamentary trusts and practical exercise
  • Income tax concessions and restrictions 


Estate Planning (2)

  • Fixed life interests and capital reserved trusts
  • Income tax – specific entitlement v present entitlement
  • Capital gains tax and practical exercise
  • Vulnerable adult family members and means tested pension eligibility
  • Tailoring financial EPAs
  • After the event estate planning

 

Designed for

This seminar complies with the mandatory requirement of Substantive Law .

 

Presenter

Allan Swan

Throughout his working career, Allan has focused on the legal aspects of asset and wealth management for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control.  Allan's particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability.  Allan's role has been first as a legal practitioner and second as a presenter, trainer and author in his fields of practice.  Allan Swan works with clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of asset and wealth management, namely:

  • asset protection
  • estate planning
  • ownership of funding
  • strategy
  • structuring
  • superannuation
  • tax, and
  • trusts.


Under the Estate Planning EQUATION banner, Allan also provides training and speaking services in the above areas, is a lecturer in the Master of Applied Law degree at the College of Law, an instructor for Leo Cussen Institute for Law and other professional associations and is also the author of the CCH on-line practitioner service, Australian Estate Planning. Allan holds degrees in Law and Economics from Monash University and a Diploma in Financial Services and has three specialist accreditations, namely:

  • Chartered Tax Adviser – TIA
  • Accredited SMSF specialist – SPAA, and
  • Trusts and Estate Practitioner – STEP.

 

Delivery

Please check the technical requirements for accessing this online  seminar contained here. 

Once registered we will send  you the access information you will need to log on to our Learning Portal from where you will be able to view the seminar.