PROFESSIONALS SEMINAR

Thursday 21 June 2018

5.10PM - 6.30PM

MCINNES WILSON LAWYERS
LEVEL 23, CENTRAL PLAZA ONE 
345 QUEEN STREET
BRISBANE QLD 4000

Hello accountants, lawyers and financial planners – are you keen to get some ideas to assist your practice on:

(a)   the types of aged care and retirement contracts your clients might come across, how they are different, how they work;

(b)   when administering deceased estates what tricks and traps apply to reduce risk and increase returns to the estate;

(c)   ASIC class instrument reliefs that apply for the year ended 30 June 2018 (audit and financial reporting), and tax sharing, tax funding and indirect tax sharing agreements.

SPEAKERS 

  • Prue Poole, Principal, will will provide a snap shot of estate administration issues you need to be aware of – understanding certain trigger points post death can help you better advise your clients.

  • Taryn Hartley, Senior Associate, will discuss the issues to be aware of when your client is looking at moving into a retirement village including the different models in the market, alternatives to retirement villages and key issues to be considered by your client. 

  • Chris Davis, Principal, will summarise end of financial issues for clients from the following 2 perspectives, to assist you with important value adding prompts for your clients:

    (a)   ASIC reliefs from audit and reporting requirements – audit and reporting relief options – what are they, what can be done and when;

    (b)   income tax and GST grouping issues – what can be done, what can be achieved for financial year ending 30 June18

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