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Latest updates in Tax, Superannuation and Trusts & Estate Planning

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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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Join us for this complimentary session in person or online where you will discover valuable insights plus earn CPD points!



Event registration closed.
 

Event details

Date And Time

11 August 2022 @ 08:00 AM to 09:00 AM

Registration End Date

10 August 2022
 

Event Category

 

Enquiries

Jennie Stebbing on +61 2 9895 9371
Email Jennie

 

Fee

Tickets
Free
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