Busy Presentation

Professional Presentations

Below is a list of papers that we are presenting in the future or have presented. If you would like to discuss any of the topics or talk to us about booking a speaker for future events, please contact us today. 

We regularly hold breakfast seminars at our Brisbane, Sydney, Perth offices and venues on the Gold Coast

Past Presentations

"CGT Small Business Concessions  - Are You Active Enough?", Tax Institute NSW Tax Forum, May 2021.

 

"Testamentary Trusts; Tax and Excepted Trust Income", Accounting and Advisor Services Webinar, May 2021.

 

"Section 100A and Division 7A", Hawkesbury CPA Discussion Group, 2021.

 

"Mastering the Taxation of Trusts Online Lunchtime Conference", Television Education Network, February 2021.

 

"Tax Considerations on Business Sales", Legalwise 10 Points in One Day, February 2021. 

 

"Tax Characteristics of Asset Classes in the Testamentary Trust", Television Education Network, February 2021.

 

"Using Trusts in Estate Planning" Knowledge Shop Webinar, November 2019.

"The Not-So Brady Bunch", CPA Sunshine Coast Morning Event, October 2019.

"Look Through Earn Outs" Parramatta CPA Group, August 2019.

"Managing Earnouts in a Tax Effective Way" Legalwise Business Sales Conference, June 2019.

 "Insolvency Law and Asset Protection" Sydney City CPA Financial Planning Discussion Group, April 2019.

"Complex Estate Planning Risks and Solutions" CPA WA Public Practice Forum, February 2019.

"Succession Planning for Family Business" Dairy Farmers Association Qld, July 2018.

"Trust Resolutions" presented to the Parramatta CPA Group, July 2018.

"CGT Small Business Concessions" presented to the Eastern Suburbs Discussion Group, May 2018.

"Estate Planning" presentation presented to the Dairy Farmers Association, May 2018.

"Innovative Entities" presented to the Tax Institute NSW Tax Forum, May 2017.

"Governance Agreements" presented to Forsyth's, March 2017.

"Protecting Against Estate Challenge" Sentry Group Professional Development Day, November 2016.

"Estate Planning and Notional Estate Provisons", CPA NSW Public Practice Conference, May 2016.

"Estate & Succession Planning", CPA Victoria Public Practice Conference, May 2016.

"Superannuation - Structure and Estate Planning" Sentry PD Day in Sydney, October 2015.

"Small Business Taxation”, Sydney City CPA Financial Planning Discussion Group, October 2015.

"Notional Estate Provisions - The Estate Planning Rules Have Changed", Cleary Hoare Breakfast Seminar, November 2015.

"How To Deal With Regulators When They Come Knocking", Cleary Hoare Breakfast Seminar, November 2015.

"CGT Concessions Too Generous!", Cleary Hoare Breakfast Seminar, September 2015.

"Trusts - the Current State of Play", Discussion Group Presentation, Parramatta, September 2015.

"Superannuation - Structure and Estate Planning", Sentry PD Day, Perth,  August 2015.

"Dealing with Division 7A", Cleary Hoare Breakfast Seminar, July 2015.

"The Keys to the Kingdom", CPA Public Practice Conference 2015, Perth, June 2015.

"The Keys to the Kingdom", CPA Public Practice Conference, Sydney, May 2015.

"Fringe Benefits Tax",  Institute of Chartered Accountants of India Australian Chapter Conference, Sydney, April 2015.

"Current Tax Issues on Business Sales", Legalwise Commercial Law Conference, Sydney, March 2015.

"Current Tax Issues on Business Sales", Legalwise Commercial Law Conference, Perth, March 2015.

"Wills and Estate Planning - Planning Your Future", ROCG Wills and Estate Planning Workshop, Perth, March 2015.

"Joint Ventures" presented jointly with KPMG, Karratha, December, 2014.

"Trusts and Asset Protection", Pilbara Skills Centre Workshop, Karratha, October 2014.

Paper entitled "Joint Ventures" Pilbara Institute, Port Hedland, September 2014.

"Statutory Wills", TEN Estate Planning Conference, Perth, September 2014.

"Succession Planning",  Drill 2014, Gold Coast,  August 2014.

"Business After Hours", presented at the Port Hedland Chamber of Commerce and Industry, Port Hedland, August 2014.

"Taxation - Native Title Entities", Aurora Project - Native Title Conference, Coffs Harbour, June 2014.

"The Story of the LLP" Mark Channell Accounting Group, Sydney, May 2014.

"Current Trust Issues",  Parramatta Accounting Group, Sydney, May 2014.

"Private Business Tax Retreat - Part IVA & Private Business Advisers", Tax Institute Private Business Tax Retreat, Gold Coast, May 2014.

"Trading Trusts and UPEs" BDO, Perth, April 2014.

"Utilising Flexible Share Rights", Tax Institute National Convention, Hobart, March 2014.

"Tax Planning - Delivering Client Advice", Tax Institute - Griffith University Tax Planning Class, Brisbane, March 2014 and Perth, March/April 2012.

"Estate Planning for Blended Families” Count Conference, Brisbane, March 2012.

"Protection from Misadventures and Business Asset Protection”, Count Conference, Brisbane, March 2012.

"SME Structures and Restructures – Bit Rusty But Still Works", Tax Institute Seminar, Brisbane, February 2012.

 

"Trusts & Asset Protection',  Pilbara Skills Centre, Karratha, March 2014.

"Trusts & Asset Protection", Legalwise Trusts and Deeds Seminar, Perth, March 2014.

"Part IVA & Giving Restructure Advice", Tax Institute SME Structures & Restructures, Brisbane, February 2014.

"Estate Planning for Grandchildren" Television Education Network’s Estate Planning Conference, Perth, September 2013.

"Asset Protection & Tax Effective Investment for Private Companies", including papers entitled "Using Company Funds for Flexible Capital Growth" and "Trading Entity Asset Protection" Cleary Hoare Breakfast Seminar, July 2013.

 

"Practical Solutions for UPE's", including papers entitled "The Ideal Structure" and "Corporate Participation Agreements" Cleary Hoare Breakfast Seminar, June 2013.

"Estate Planning – Giving Clients the Best Advice", CPA Public Practice Conference, Brisbane, June 2013.

"Estate Planning – Giving Clients the Best Advice", CPA Public Practice Conference, Perth, March 2013.

"Unique Legal Solutions for Financial Advisors", Ipac Seminar, March 2013.

"Business Succession Planning", OnePath Seminar, March 2013.

"Unique Legal Solutions for Financial Advisors" Techspeak Seminar, March 2013.

"Tax Insight and Update" Tax Institute: Insight and Update Series, Brisbane, March 2013.

"Taxation Issues in Restructuring", Legalwise Seminar: Asset Protection Structures, Perth, March 2013.

"Structures - Introduction", Tax Institute: SME Structures: Avoiding a Train Wreck, Brisbane, February 2013.

"Developments in Anti-Avoidance", Tax Institute: Insight and Update Series, Brisbane, February 2013.

"Business Succession", Sentry Group Business Succession Planning Workshops, Brisbane and Melbourne, April 2012

"Business Succession Planning",  OnePath Seminars, Melbourne, Sydney, Adelaide, 2012.

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