Australia: Adviser training day
Last Updated: 11 February 2017
8:30 am REGISTRATION FOR ADVISER TRAINING DAY

8:40 am WELCOME AND INTRODUCTION

8:45am SESSION 1
RESTRUCTURES: TO ROLLOVER OR NOT?
Linda Tapiolas, Partner

When restructuring clients, it is important to consider what rollovers may be available. But is a rollover always the best option, and is it a better strategy sometimes to trigger the tax?

9:45am SESSION 2
COMMERCIAL CONSIDERATIONS IN
RESTRUCTURES
Clinton Jackson, Partner

We are often focused on the tax consequences of a restructure, but the commercial issues can be just as important, if not more so. This session will challenge us to think about non-tax aspects of restructuring clients that can be often overlooked and are vital in assisting clients.

10:15 am MORNING TEA

10:45am SESSION 3
FIXED TRUSTS - WHY & HOW?
Scott Hay-Bartlem, Partner

A number of tax outcomes depend on a trust being a 'fixed trust' and the beneficiaries having a 'fixed entitlement'. With the release of PCG 2016/D16, the ATO is highlighting its interest in this area. So when is it important to have a 'fixed trust' and what should we look for?

11:15am SESSION 4
HAVE YOU CONSIDERED THE ESTATE PLANNING
CONSEQUENCES?
Hayley Mitchell, Associate

Have you considered the estate planning consequences of common tax or structuring decisions? Many commonplace strategies have estate planning consequences and the best estate plan can be compromised by seemingly unrelated decisions made with good reason for a different purpose. So what are these and what should advisers be thinking of to ensure they are dealt with appropriately?

12:30 pm SESSION 5
TAX ISSUES WITH INTERNATIONAL TRUSTS
Fletch Heinemann, Partner

More and more clients are potentially recipients of funds from international trusts, even seemingly uncomplicated clients. The tax rules in this area can produce harsh and unexpected results, and the ATO has signaled its interest. This session will cover what advisers need to know.

1:00 pm LUNCH & NETWORKING

1:45 pm SESSION 6
PERILS OF PAYROLL TAX
Murray Shume, Associate
Sarah Dewar, Associate

The various state revenue offices are actively auditing compliance with payroll tax obligations, bolstered by some high profile successes. This session will discuss common mistakes advisers make when assisting clients with payroll tax.

2:30 pm SESSION 7
LIABILITY OF ADVISERS FOR CLIENTS'
EMPLOYMENT ISSUES
Belinda Winter, Partner

Employment law is a minefield for all businesses, and it is difficult to keep up. Recent changes expose advisers to liability for clients' conduct. Do you know when you might be caught?

3:15 pm AFTERNOON TEA

3:30 pm SESSION 8
PANEL DISCUSSION

Returning for a second year, this session will provide you with an opportunity to put technical questions to a panel of our experienced team. Please email your questions to us before the event at events@cgw.com.au, or ask them on the day. Go ahead and ask!

4.30pm NETWORKING DRINKS AND CANAPÉS

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