Tax Essentials for Lawyers - Masterclass

Available by webinar only (recording to be available)

Tax Essentials for Lawyers Masterclass
2 CPD Units in Professional Skills

Presenter: Allan Swan, Estate Planning Equation - Preventative Law
Date: Thursday, 16 March 2023
Time: 10:00am - 12:00pm
Format: Webinar only

There are 5 key taxes that have a particular impact on the advice and the documents provided by many Australian lawyers.  Those taxes are capital gains tax, land transfer duty, land tax, GST and certain aspects of income tax.  This workshop provides lawyers with a practical focus on the implications of those taxes.

Capital gains tax
Main residence exemption & extensions
Small business CGT concessions
Earn out payments
Intellectual property – goodwill & trademarks
Family law rollover
Deceased estate rollover – pre acquired & post acquired assets

Land transfer duty
Nationwide exemptions
Victorian exemptions
“Foreign purchaser” purchases

Land tax
Principal residence exemption & extensions
Primary production land exemption
Penalty rates – non-fixed trusts
Superannuation funds, companies & fixed trusts

Taxable supply v Input taxed v GST free
Sale of going concerns
Primary production land
Commercial v residential property
Margin scheme

Income Tax
Comparison between structures
Income splitting – personal exertion component
Carry forward and carry back losses
Work in progress
Intellectual property (other than trademarks and goodwill)
About the Presenter:

Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law, namely:

Asset Protection
Deceased Estate Taxation
Dispute Prevention
Estate Planning
Preventative Law Strategy
Special Disability & Protective Trusts
Tax Considerations
Testamentary & Family Trusts

Allan also provides practitioner training and speaking services in the above areas, is an adjunct lecturer in the College of Law’s applied law master’s program, an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria, CPA Australia and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.
Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

Registration fees: 

Members admitted more than 3 years: $150
Members admitted less than 3 years: $120
Non-Members: $230
Other: Login to see your registration fee
16/03/2023 10:00 AM - 12:00 PM
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MCPD Units: Any MCPD Units listed are only provided as a guide and attendees must satisfy themselves about the nature and quantity of MCPD Units they can claim for the activity. Please refer to the MCPD Guidelines for details at
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