This on-demand session is available to watch instantly after purchase at the time of your choosing and will expire within 12 Months of purchase.
Date recorded: February 2024
This session is from 12:00pm to 2:00pm AEDT
Separation, divorce or conscious uncoupling has become just as certain as death and taxes. Our clients going through this turmoil are dealing with many emotive issues. Tax may be the last thing on their mind, so it is our role to navigate through the tax landscape to ensure tax does not become another burden once the dust settles.
This session covers the myriad of issues facing our clients during relationship breakdowns, the tax implications and planning opportunities to minimise any tax liabilities.
Topics Covered:
- Definition of relationship and timing of breakdown
- Family law settlements
- Tax impact on financial arrangements
- Splitting of assets, superannuation and liabilities
- Impact on Main residence and new non-resident rules
- Trust beneficiary issues
- Private Company issues
- SMSF considerations
- ATO debt collection position
- Beware the wrath of ex-spouse with ATO
- Code of conduct - independence / Conflict of interest
Benefits and Learning Outcomes:
On completion of this seminar attendees will be able to navigate the areas of tax that impact clients going though separations.
Meet your speaker, Lisa Greig
Lisa Greig is a fellow practitioner with small business clients. She balances her time between running her own practice and sharing her extensive knowledge and experience to all levels of the profession.
Her sessions always focus on practical insights, having firsthand understanding of the issues and frustrations facing public practice and matters important to clients.
Lisa presents the annual TAG sessions in Victoria and WA as well as sessions on specific areas that are changing or attracting the attention of regulators.
