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.
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