28 February 2022 | Division 7A and UPEs and dealing with them in an estate plan | Dung Lam
- Description
- Curriculum
- FAQ
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COVID-19 – ONLINE ONLY EVENT
As per the Government regulations and under the current COVID-19 circumstances, for the health and safety of our presenters and members, this event will be an ONLINE-ONLY event. Any attendees must not attend the offices of CPA Australia under any circumstances, as this meeting will be stream via Zoom Webinar ONLY.
TOPIC: Division 7A and UPEs and dealing with them in an estate plan
Estate planning involves not only gifting assets but also dealing with related party liabilities of a Willmaker.
This seminar considers how Division 7A and UPEs can impact on the estate plan and how such loans and UPEs may be restructured to meet estate plans. This includes issues with debt forgiveness and also the possible application of section 100A.
SPEAKER: Dung Lam | Principal | West Garbutt
Dung is a Principal at West Garbutt and is based in Sydney. Dung has more than two decades of experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, a member of the Business Law Section Taxation Committee of the Law Council of Australia and a member of the NSW Law Society Liaison Committee with the Revenue NSW. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients.
Continuing Professional Development Point (CPD Point) (Live Webinar Only)
- 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.
Cost:
- Annual Subscription Fee of $20, can be paid via the Eventbrite registration process or via our website, Citytaxation.com.au
- Subscription will last 365 day from the date of payment.
- Members who have paid for the membership will receive instructions regarding your account at our website and the access rights to the online Learning Management System (‘LMS’)
- All future events, past certificates, and attendance records can be accessed directly via the LMS
- Detailed Instruction regarding how to use the LMS will be provided via LMS’s system emails
- For CIMA Members, please refer to CIMA’s newsletters or contact us for your access code.
Attend via Zoom Webinar:
- Our webinar will be provided via Zoom’s online Webinar platform. The details of the webinar will be available once you have registered for the event (‘Start Course’).
- Please be aware that with the global high demand for Zoom services at the moment, we are likely to experience random technical difficulties and/or disconnection of services. We apologise in advance if this may occur, we will attempt to restore the services as soon as possible.
- 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.
- 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.
