You are here:   HomeAdviceWebinars
Print

WEBINARS

Each month our team of experts presents a number of technical webinars, free of charge, for our clients.
Our technical webinars are on the following topics:

ESTATE PLANNING TECHNICAL UPDATE
Date: Wednesday, 31 January 2018
Time: 2.00pm – 3.00pm AEDT
CPD: 1 FPA Point
Cost: Free
Presenter: Andrea Thomas, Senior Associate, Topdocs Legal

Join Senior Associate at Topdocs Legal, Andrea Thomas, for an informative technical update which will touch on new and proposed legislative changes, as well as practical information you can apply directly to your client base.

Topics for discussion will include:

  • Estate planning considerations for clients who are in a same-sex relationship following the recent passing of the same-sex marriage bill by Parliament
  • Upcoming changes to medical decision-making laws in Victoria
  • The traditional post office Will kit vs a legally prepared Will including the risks of litigation and challenges to the estate
DISCRETIONARY TRUSTS AND THE LAND TAX AND STAMP DUTY SURCHARGES - UPDATE
Date: Wednesday, 21 February 2018
Time: 2.00pm – 2.30pm AEDT
CPD: 0.5 FPA Points
Cost: Free
Presenter: Michael Roberts, Special Counsel, Topdocs Legal

This webinar is an update to our December webinar and will include recent legislative changes that concern residential property acquisitions in SA.

It will also cover off on how you can have the 2017 land tax surcharge refunded for discretionary trusts that hold land in NSW.

Did you know that if your client’s discretionary trusts hold certain land in Victoria or New South Wales, or are looking to acquire certain residential land or property in Victoria, New South Wales, Queensland or South Australia, their trust may be subject to a land tax and/or a stamp duty surcharge?

This is due to the tax surcharges presently applicable to ‘foreign trusts’ and 'foreign persons'.

With each state differing in respect of these surcharges, it is important to know exactly where your clients stand.

Join Topdocs Legal’s special counsel, Michael Roberts, for a complementary webinar which will go through the land tax and stamp duty surcharges that apply to these jurisdictions, to determine which of your discretionary trusts may be liable for these additional taxes.

Then see how Topdocs can assist you to amend your trust deeds to exclude foreign persons as beneficiaries of the trust to reduce the risk of your clients being subject to the surcharges.