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FULL AGENDA

 

8:30 Registration Open

 

9:00 - 9:45 Topic 1: Estate planning and asset protection

 

For many clients, protecting their wealth for and from future generations is a key issue. This session will focus on estate planning issues that need to be considered to ensure assets are protected from family disputes, including spendthrift beneficiaries and creditors, including:

 

  1. Asset protection strategies that can be implemented during a willmaker's lifetime

  2. The flow-through impact of those strategies under an estate plan

  3. The latest asset protection strategies in family law situations 

  4. Recent decisions and case studies

 

 

9:45 - 10:30 Topic 2: Estate planning for related entities - lessons from Rinehart and Wright cases

 

The recent sagas between Gina Rinehart and her children and Peter Wright and his estranged daughter highlight how any estate planning and business succession exercises can potentially result in years of protracted litigation and the complete breakdown of a family relationship.

 

This session will provide practical insights into the estate planning process where trusts and companies are involved by methodically tracing the lessons we can learn from the Rinehart and Wright matters. Themes covered will include:

 

  1. Lang Hancock's will and estate planning strategies

  2. Peter Wright's tailored trust and failed asset protection strategies

  3. The impact of trust vesting dates, bespoke trust terms and trusteeship

  4. The roles and responsibilities of professional advisers providing tax and estate planning advice.

 

10:30 - 11:00 Morning Tea 

 

11:00 - 11:45 Topic 3: Post-death estate planning strategies 

 

Generally a comprehensive estate plan must be implemented well before a person dies or loses capacity. There are some exceptions to this rule and with the ageing population, it is vital for all advisers to be aware of the main strategies available.

 

This presentation will consider key post death estate planning strategies including:

 

  1. All forms of post death testamentary trusts

  2. Related 'special purpose' trusts (including child maintenance trusts)

  3. The key tax, stamp duty and commercial issues 

  4. Adjacent planning opportunities, including statutory (or 'court ordered') wills

  5. Detailed case study examples

 

11:45 - 12:30 Topic 4: Estate planning for superannuation 

 

This sessional will provide an insight into the key strategies for managing a superannuation as part of a comprehensive estate plan, including:

 

  1. Understanding binding death benefit nominations

  2. Dealing with SMSF wills, reversionary pensions and insurance in superannuation 

  3. Managing transfer balance caps and 'fast death tax' under an estate plan

  4. Key clauses for wills and SMSF deeds

 

12:30 - 1:15 Lunch (optional) 

 

 

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