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Latest updates in Tax, Superannuation and Trusts & Estate Planning
by King Tan, Elizabeth Burnheim
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Join King Tan and Elizabeth Burnheim, Team Leaders of our Taxation & Superannuation team for a discussion on the latest cases that should be on your radar in the Tax, Superannuation and Trusts & Estate Planning space.
King and Elizabeth will cover the following cases and provide their practical tips and guidance:
- FCT v Carter [2022] HCA 10 – When are trust disclaimers valid for tax purposes? What should you be aware of when helping clients to disclaim their beneficial interests to income and/or capital entitlements of a trust (for example, in a divorce settlement)?
- Re Permewan No. 2 [2022] QSC 114 – Gift and Loan Back arrangements are a common asset protection strategy for individuals with high creditor and claim risks. The Supreme Court of Queensland had shot down an example of this arrangement. Do they still have a place in the asset protection arsenal?
- Hill v Zuda [2022] HCA 22 – Many advisers and members of SMSFs have eagerly waited for this decision. Is it a new era for Binding Death Benefit Nominations (BDBNs)?
Virtual Attendance
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The Presenters
King Tan, Elizabeth Burnheim
Join King Tan and Elizabeth Burnheim, Team Leaders of our Taxation & Superannuation team for a discussion on the latest cases that should be on your radar in the Tax, Superannuation and Trusts & Estate Planning space. King and Elizabeth will cover the following cases and provide their practical tips and guidance: FCT v Carter...
