Skip to main content
iMIS
Sign in
Cart
Search
Toggle search
Search
Toggle navigation
Search
Home
Lawyers
Community
Students
Membership
Contact Us
About
Submissions
Publications
Library
Store
Careers
Event has a status of Closed
For a complete list of upcoming events
click here
Share this page
Share on Facebook
Share on Twitter
Share on LinkedIn
Email
More options
select
Bookmarks
Google+
MySpace
Reddit
StumbleUpon
Tumblr
Yammer
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
GST
•
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
•
Structuring
•
Superannuation
•
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
When
16/03/2023 10:00 AM - 12:00 PM
Where
AUSTRALIA
Google
Yahoo
Outlook/iCalendar
Online registration not available.
Sign In
Username
Required
Password
Required
Forgot username?
|
Forgot password?
Create a new login (DO NOT CLICK HERE if you are a Member or Admitted in SA. Use the links above)
Please click here to view the Terms and Conditions
.
{1}
##LOC[OK]##
{1}
##LOC[OK]##
##LOC[Cancel]##
{1}
##LOC[OK]##
##LOC[Cancel]##