15 May 2024 | Hybrid | Trustee resolutions: Tips and traps | By Matthew McKee, a Partner of Brown Wright Stein Lawyers
- Description
- Curriculum
- Reviews
Online via Zoom Only
This meeting will be held as online-only event at the CTDG’s Zoom Webinar platform. Members should not attend the office of CPA Australia for this event.
TOPIC: Trustee resolutions: Tips and traps
The session will cover:
- Effectively appointing income or capital, including making a valid decision to appoint income or capital of a trustee and the basis on which the decisions of a trustee to distribute income and capital can be reviewed; and
- Broader issues with conferring entitlements on beneficiaries, including asset protection, limitations periods and family law considerations
SPEAKER: Matthew McKee | Partner | Brown Wright Stein Lawyers
Matthew is passionate about all things tax and superannuation, with a particular focus on the issues that are faced by small to medium enterprises and high-net-wealth family groups.
Particularly regarded for his expertise in NSW State Taxes – payroll tax, duties and land tax, Matthew also works on taxation disputes where he seeks to work collaboratively with the ATO and Revenue NSW to obtain positive outcomes for clients.
His work with accountants, financial planners and non-tax lawyers on their clients’ complex taxation matters aims to demystify tax to enable clients to make informed business and investment decisions.
Outside of work, Matthew enjoys running and watching the Wests Tigers invariably lose.
Continuing Professional Development Point (CPD Point)
- This event will account for up to a maximum of 1.5Â CPDÂ Points per session.
- A completion certificate will be issued via LMS after the event for attendees who check in with our staff and who have attended the session for more than thirty-five (35) minutes. We are unable to issue a certificate unless we have a record of your attendance.
- Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.
- You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.
- You should only claim for the attended hours only.
Attend via Zoom Webinar
- Our webinar will be provided via Zoom’s online Webinar platform in addition to the face-to-face meeting.
- You can listen to the webinar either via internet audio or phone dial-in. If you dial in via phone, please email us your details and phone number for attendance records.
- Zoom Webinars can be accessed on various platforms, including mobiles, tablets or laptops, etc. However, we will not be responsible for any costs incurred, such as internet charges in this regard.
- You can directly access the Zoom Webinar via our LMS, but we recommend the use of Zoom applications for a better user experience, please ensure that you only install/download the Zoom software from Zoom’s website/iOS App Store/Google App Store, DO NOT download the Zoom’s software from other sources.
- You will be automatically registered with Zoom, and you should receive Zoom’s registration confirmation email with the meeting details, no further registration is required. At the time of the meeting, simply click the link provided and the link will activate any pre-installed Zoom-related software and take you directly to the Webinar.
- Please note that we will never ask you for any password or personal information, please do not provide such information to anyone.
- To avoid last-minute technical issues, you should check if you are ready for Zoom.
- Any questions, please email us or reach us at citytaxation.com.au.
- We may not be able to resolve or attend to your needs during the webinar, but we will attempt to relay any questions to the presenter as soon as practicable.
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15 May 2024 | RecordingsWe note that our live Zoom webinar has been completed.
Please refer to the recordings.
Please note that some videos may be large in file size and may cause the video player to take some time to load. We have attempted to reduce the file size as much as possible.
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15 May 2024 | Attendance Verification
