9 May 2022 | Hybrid | Taxation Opportunities with Testamentary Trusts – Getting it Right | By Mimi Su
- Description
- Curriculum
- FAQ
- Reviews
COVID-19 – Hybrid Event – Online via Zoom and Face-to-Face at CPA Australia’s NSW Office
This meeting will be held as a hybrid event both face-to-face at the office of CPA Australia at Level 3, 111 Harrington Street, Sydney NSW 2000 and online at CTDG’s Zoom webinar.
We have received confirmation that CPA Australia’s training rooms are open for discussion groups meetings subject to the CPA’s rules. Therefore, this upcoming event will be a hybrid event at both at the venue and online.
TOPIC: Taxation Opportunities with Testamentary Trusts – Getting it Right.
In summary, the presentation will cover the following:
- With estate sizes ever on the rise, an advisor needs to know about the taxation opportunities available with different estate plans;
- Why the testamentary trust is superior to an inter vivos discretionary trust;
- The application of the ‘excepted trust income’ rule in light of recent tax integrity measures introduced;
- The NSW duty and land tax surcharges impacts on testamentary trusts and what options are available.
SPEAKER: Mimi Su – Senior Associate – Matthews Folbigg Lawyers
Mimi has over 12 years legal experience in wills, trusts, superannuation and estates. She specialises in complex estate planning for high-net worth individuals and business/family succession matters
She has extensive experience in advising clients on testamentary trusts, special disability trusts, unit trusts and discretionary trusts and has seen the countless problems that can arise. She has successfully assisted families with the complex issues of inter-generational wealth transfer and minimising the risks of disputes down the track.
In addition, Mimi regularly advises clients in relation to contested estate matters appearing before the Supreme Court in family provision claims, capacity issues, undue influence and trust disputes. She has also assisted many clients with superannuation disputes involving the Superannuation Complaints Tribunal and also the Guardianship Division of NCAT.
INVESTMENT UPDATE
This Presentation will start with an investment update from Todd Surace and John Stover of Tribeca Investment Partners from 5:30pm to 5:45pm.
Continuing Professional Development Point (CPD Point)
- This event will account for up to a maximum of one (1) CPD Point per session.
- A completion certificate will be issued via LMS after the event for attendances who check in with our staff and you 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 face-to-face at CPA Australia Office
- Location: Level 3 111 Harrington Street Sydney New South Wales 2000
- Seats Capacities: 40 seats max
- Covid Safe Plan: refer to the CPA Australia Sydney Office’s COVIDSafe plans
- At this stage, we are taking bookings for the face-to-face meeting, but it will be limited to an estimated 40 Seats at best at this stage.
- Notwithstanding, we will issue all registered members with Zoom Webinar details in any event, just in case if the face-to-face is no longer possible or if the capacities are reduced.
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.
