In this session, Phil will examine the issues and potential strategies in relation to the new superannuation Div 296 tax, including what (if anything) may be done before 1 July 2026 and 1 July 2027.

This session will examine potential strategies and planning in relation to dealing with death benefits from a tax perspective.

Family trust elections offer considerable benefits to family groups. However, the consequences for getting it wrong – family trust distribution tax at 47% plus the general interest charge – are dire. Adding to the mix is that family trust elections are an area of ATO focus.

Join our webinar: Shareholder Disputes and Oppressive conduct claims: a discussion of the principles through some recent case examples

The workshop will focus on minimising business risks that arise from managing employee behaviour and performance and will conducted by:
Jasmine O'Brien - Principal

Family-owned businesses and investment structures often hold significant wealth but much of it remains "locked" for reasons of tax efficiency, asset protection, or the need to retain control. This session explores how families can both unlock wealth when needed and establish enduring mechanisms for multi-generational wealth stewardship.

In this session, Katherine Dennis will unpack what really drives Gen Z at work, the legal and cultural implications for employers, and practical strategies to adapt.

This session will examine the common issues that present when controllers of trusts lose capacity.

The returning Labor Government intends to legislate its proposed new tax on members with more than $3 million in super (known as Division 296 tax). In this session, we will examine the proposed new tax.

Whilst the income tax is often front of mind, when it comes to small-scale property developments, GST should not be overlooked.
This session explores how GST can impact on such projects.

Safe Harbour for Directors to Avoid Personal Liability: What is it, how do you access it and how do you maintain the protection?

The Full Federal Court’s decision in Commissioner of Taxation v Bendel (February 19, 2025) has redefined the tax landscape for trusts, ruling that unpaid present entitlements (UPEs) between a corporate beneficiary and a trust do not constitute a loan under s109D(3) of Division 7A.

Sometimes relationships don’t always work out. The appeal of operating a business in a trust and the prospect of the CGT discount may no longer outweigh the challenges of managing unpaid present entitlements and preparing annual distribution minutes.

It seems that all investment structures are being attacked by Government and Revenue Authorities these days.

All you need to know about recent changes in Victorian property taxes.

As the SMSF system matures we are seeing more and more disputes between members and trustees. Disputes can involve members wanting to exit, decisions around investments, death benefit disputes and one of the member/trustees going rogue.

Director’s duties are expanding in the ESG space, especially in relation to nature-related risks. Both ASIC and the ACCC have identified greenwashing as a significant ongoing area of concern and investigations of this nature are high on their regulatory agenda.

The workshop will focus on minimising business risks that arise from managing employee behaviour and performance and will conducted by:
Jasmine O'Brien - Principal

The workshop will focus on minimising business risks that arise from managing employee behaviour and performance and will conducted by:
Jasmine O'Brien - Principal

A person’s main residence can be their most significant asset. The main residence exemption is (arguably) the most generous exemption for post-CGT assets in the income tax legislation..

In this webinar we will delve into the intricacies of Family Trust Elections (FTEs). Through the exploration of real-life case studies, we'll uncover practical tips and potential pitfalls associated with both making and managing FTEs.

Recent changes in policy and application of the payroll tax rules for medical centres are causing difficulties for many taxpayers.

What does 'insolvent trading' really mean? How far does a director’s duty go, and can a director avoid personal liability?

For most private groups, in the absence of consolidation, restructuring often requires the use of a CGT rollover or CGT rollovers.

The workshop will focus on minimising business risks that arise from managing employee behaviour and performance and will conducted by:
Jasmine O'Brien - Principal

This year’s Federal Budget is likely to be the last before the next election and so raises the spectre of tax and superannuation changes before the campaign begins.

In this session, Phil Broderick will explore control of an SMSF and why it is so important.

This presentation will cover issues that arise when adult children challenge a Will

This presentation will discuss cases decided or actions brought over the past 12 months against directors alleging breach of their director duties and highlight the lessons to be learned from each of those cases.

This session explores the issues applicable to a trust’s use of the small business CGT concessions.