information is key Accounting CPD Guide Live Online and Recording, November 2018 Family Business Advisory Self Managed Super Funds

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1 Accounting CPD Guide Live Online and Recording, November 2018 Family Business Advisory Self Managed Super Funds information is key Unlock your CPD points Live online or recorded sessions Early Bird Offer Register + Pay by 19 October 2018

2 FAMILY BUSINESS ADVISORY CONFERENCE 2018 MONDAY, 19 NOVEMBER 2018 $ AM TO 5.15PM WEB1811AN01 Family businesses come in all different shapes and sizes and account for 70% of all businesses in Australia, but no matter the size they ll all expect the same thing from you: guidance on the best strategies to help them structure, manage, grow and potentially pass on their business. And to top it off they ll also expect the latest tax strategies. Spend a day with expert family business specialists from both the accounting and legal sectors who will deliver real world strategies for dealing with the most important issues facing your clients, including structuring, Div. 7A, tax strategies, conflict management, succession, estate planning, business sales and more. Chair: Leanne Hegarty, Partner, KPMG STRUCTURING, GROWTH AND TAX STRATEGIES KEYNOTE ADDRESS Hear from the Deputy of the Australian Small Business and Family Enterprise Ombudsman The deputy of the ASBFEO will give you a brief outlook of Australia s family business market, and highlight the main family business disputes and resolutions. Presented by Dr Craig Latham, Deputy, ASBFEO Structuring a Family Business: Company vs Trust The key considerations in deciding on the optimal structure of a family business The pros and cons of a company vs a trust When growth, succession or changes in the business creates a need to restructure, what are the tax considerations? Presented by Vanessa Priest, Tax Partner, Baskin Clark Priest Practical Division 7A Strategies in the Family Business Context Identifying a Division 7A issue Managing existing Div 7A loans Debt forgiveness and Division 7A Division 7A and death Voluntary disclosures and commissioner s discretion Presented by Sean Urquhart, Director Taxation Consulting, Nexia Australia and New Zealand Growing the Family Business: Debt vs Equity There are numerous ways for a family business to grow. In this session David Kenney will demonstrate the different approaches and what tailored solutions you should provide to your family business clients. Presented by David Kenney, Partner Corporate Services & Tax, Hall Chadwick A Practical Guide to Planning for Divorce: Asset Planning and Financial Settlements Financial structures for relationship asset planning Financial agreements (before and during relationships) Financial statements: how to present the snapshot of your client s financial position for court (including Division 7A loans, contingent tax liabilities), and disclosure obligations Involvement of third parties The structure of financial settlements: the balance sheet summary, unravelling assets and structures Child maintenance trusts Presented by Susan Pearson, Partner, Pearson Emerson Meyer; Accredited Specialist in Family Law; Collaborative Lawyer; Preeminent Family & Divorce Lawyer, Doyle s Guide 2018 STRATEGIES FOR FAMILY BUSINESSES Contemporary Succession Planning for Modern Family Businesses Succession of both management and ownership of a family business is difficult and not many families do it well. Lack of planning and communication can lead to family conflict, loss of value, higher than expected taxes and failure to pass on the legacy. Examine steps to successful succession planning. It s a process, not a single event Starting the process and timing Family considerations and values, and dealing with conflict Identifying and preparing the next generation for success Communication, documentation and planning Presented by Michelle Hartman, Partner, Tax & Advisory, Deloitte Private; Leader, Sydney Family Enterprise Advisory, Deloitte Wills, Succession and Family Wealth Governance Introducing the Family Wealth Map Assessing the impact of the limited jurisdiction of a person s will Identifying when management succession is the priority over ownership succession Understanding discretionary estate management tools as instruments of financial injustice Introducing the key features of a family wealth governance program Presented by Michael Perkins, Head of Private Client Practice, Nexus Law Group Is the Family Business Ready for Sale? Correctly Advising Your Client Key challenges faced by family businesses Current state of the M&A market Approaching the realisation process strategically --Assessing whether you are ready --Know your enemy: understand the market you are selling into --What a good sale process looks like for your client s particular business How we can help our clients achieve superior outcomes Presented by Tim Goodman, Partner, Transaction Advisory Services, Grant Thornton Selling the Family Business: Shares vs Assets Once the decision to sell the family business has been made, the discussion inevitably moves to whether the shares or the assets should be sold. This session will consider: The tax issues associated with share sales Asset sales and the related tax issues How to address risk items identified during the sales process Options for resolving conflict between the vendor and purchaser as to the value of what is being sold Presented by Stuart Le Cornu, Partner, Fordham ATTEND THE FULL DAY AND EARN 7 CPD HOURS/UNITS

3 5th Annual SMSF CONFERENCE 2018 TUESDAY, 20 NOVEMBER 2018 $ AM TO 5.15PM WEB1811AN02 Don t miss this opportunity to raise the (T)bar on the SMSF strategies you can implement in your practice while we rollover the latest SMSF information directly to you and transfer the balance of updates you need to have on your radar. Experts working at the coalface of SMSF practice will deliver a unique, in-depth, and practical contribution workshop along with step by step guidance on investment, valuation, succession and estate planning strategies that will keep your clients satisfied and your practice thriving. Chair: Jennie Lynn, Director, Brookside Accountants STRATEGIES FOR MAXIMISING CONTRIBUTIONS INVESTING, VALUATION AND EXITING TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How TBAR: what needs to be reported and when Why you might consider early reporting and the consequences if you don t Reporting for personal injury compensation Review of the 1st TBAR reporting: what are the issues and solutions? What to do if you get it wrong Things you need to consider for your clients and your practice Presented by Kim O Brien, Family Enterprise Advisory and National SMSF Lead Partner, Deloitte Breaking Down the Complexity of Estate Planning The ripples of the super reforms continue to be felt in your strategies when planning your clients SMSF. We will address: Control of SMSF and ownership of SMSF assets Member death benefit nominations: maximising your client s position Taxation and payment of death benefits Death benefits and reversionary income streams Changes to segregation and effect on SMSFs claiming ECPI Cashing out and re-contribution strategy for estate planning purposes Presented by David Henriksen, Partner of Superannuation, PKF Sydney/ Newcastle; 2017 SMSF Specialist Accountant of the Year, SMSF and Accounting Awards NSW PRACTICAL WORKSHOP Contribution Strategies in the Current Landscape The super reforms have resulted in constraints on contributions and the amount of concessional taxed benefits. Revisit the rules then delve deeper through hands on, practical applications by use of working examples of contributions strategies. Recap of revised contributions rules including their effect on nonarm s length income, salary sacrifice arrangements, the rolling concessional cap and Division 293 threshold How to maximise contributions and avoid the pitfalls of excess contributions tax The work test and the circumstances in which over 65s can continue to make contributions Interplay between contributions and the total superannuation How to work out your non-concessional cap considering: the total super balance, the pension account, the bring forward rules, transitional bring forward rules and spouse contributions Qualifying for conditional contributions: downsizer contributions, Small Business CGT Concessions, first home super saver (FSS) and structured settlement contributions Reserving strategies: Are they effective, what does the ATO think? Consider the ramifications of getting things wrong: it s not the end of the world but the process has changed Presented by Chris Ketsakidis, Partner, Mills Oakley; CTA; contributing author, Australian Tax Handbook, Thomson Reuters Auditor s Perspective of ATO and Federal Budget Developments: Insights for Your Practice Valuation implications arising from the transfer balance cap: the situations you will likely face Unlisted and obscure investments: what these are and how to value them Triggers for revaluation: why it matters for your clients Arm s length valuations: What is the market value? Triennial SMSF audits: avoiding costly mistakes SMSF audit hot topics following budget announcements and ATO reviews Presented by Anna Cooshna, Director, Deloitte; SMSF Auditor Property Development in a Fund: Avoiding Traps, Fixing Problems Can an SMSF be in the business of property development? SIS Act requirements that come into play Structures available to hold property in an SMSF Tax considerations and traps to avoid Presented by Andrew Yee, Director, Superannuation, HLB Mann Judd Winding Up an SMSF: 5 Scenarios, 1 Step by Step Checklist An SMSF is not for everyone. There may come a time when an SMSF needs to be wound up, for example as a result of death, divorce or dementia. Examine the 5 common scenarios when it is time to exit an SMSF, including case studies and a practical step by step checklist on how to wind up the fund. Presented by Chris Balalovski, Partner, Business Services, BDO Great day, valuable industry insights and views Good! Very informative seminar with excellent content and engaging speakers. Learned a lot! Very good, content very applicable to my work ATTEND THE FULL DAY AND EARN 7 CPD HOURS/UNITS

4 COMPLIMENTARY PAST SEMINAR PAPERS Past seminar papers are a wealth of information at your fingertips, and every conference registration comes with 3 complimentary past seminar papers (for full or half day bookings). Below you will find a selection of papers with more available to view on our website. To make your selection, simply note down the code in the column below on the registration form overleaf. Once we receive your registration and process payment we will send these out to you electronically via . PAPER CODE Shareholder Agreements: Drafting, Tax and Disputes (NSW, March 2018) CD183N16 Tax Essentials Conference (QLD, June 2017) CD176Q11 Business Sale Transactions: Deal with It! (NSW, March 2017) CD173N36 Life after the 2017 Reforms (QLD, October 2017) CD1710Q01 SMSFs SMSF Symposium (QLD, June 2018) CD186AQ03 SMSFs: The Latest Developments (WA, March 2017) CD173W18 Superannuation Essentials Conference (NSW, October 2017) CD1710N01 FAMILY LAW Family Law Conference (NSW, March 2017) CD173N27 Family Law, Wills and Estates (NSW, February 2017) CD172P01B PROPERTY AND TAX Tax Intensive for SME Advisers (VIC, June 2018) CD186AV02 Inaugural Property Tax Conference (QLD, March 2018) CD183AQ01 PPSA Updates, Best Practices and Strategies (QLD, March 2018) CD183N47 Property and Testamentary Trusts (QLD, March 2017) CD173Q32A Pressing Property Issues (WA, March 2017) CD173W14A Property Law Conference (SA, March 2017) CD173S01 Residential Property Transactions: Tax, Owners Corporations and Updates (VIC, September 2017) CD179V02 TRUSTS, WILLS & ESTATES Estate Planning Symposium (NSW, March 2018) Trusts and Deeds Master Class (NSW, March 2018) Wills and Estates Symposium (QLD, March 2017) Estate Planning and Administration (NSW, March 2017) Estate Planning and Administration (VIC, March 2017) Estate Planning and Administration of International Assets (WA, March 2017) The Life Cycle of a Trust Deed (NSW, March 2017) Estate Disputes, Succession and Family Law Update (SA, March 2017) BUSINESS Buying and Selling a Business: Legal Skills, Risks and Disputes (NSW, March 2018) Business formation, tax planning & Exit Strategies (QLD, June 2018) CD183N20 CD183N39 CD173Q10 CD173N14B CD173V22B CD173W01A CD173N24 CD173S04A CD183N26 CD186AQ01 3 FREE PAPERS! With every conference registration 1 HOUR JUST HAVE 1 HOUR TO INVEST IN EARNING YOUR CPD? Choose from our 1 hour recordings and earn additional CPD point s on the go, from wherever you are. All you need is an electronic device and an internet connection. You can select from a variety of topics. Please see all recordings on our website on accounting-cpd/seminar-recordings/ and have a first look at some titles below. Estate Planning in 2018: What You Need to Know with Patrick Ellwood (March 2018) The 9 Key Principles of Asset Protection with Matthew Burgess (February 2018) Estate Planning and the new $1.6m TBC Super Rules with Peter Bobbin (December 2017) The New Small Business Restructure Rollover Concession with Dr Mark Pizzacalla (November 2017) Payroll Tax and Superannuation Guarantee - Big Risks for the Uninitiated with Damian O Connor (October 2017) *FOR FULL TERMS AND CONDITIONS please visit com.au. EARLY BIRD OFFER: Register and pay by 19 October 2018 to receive the Early Bird Price. LIVE WEB STREAMS AND CONFERENCE RECORDINGS: Live web streams and conference recordings prices are per person only. They are not to be distributed or for group viewings. Please note live web streams and conference recordings may be cancelled due to low numbers. If cancelled, we will offer the face to face option, a transfer to another conference or a full refund. CANCELLATION POLICY: You may nominate a replacement delegate to attend in your stead at any time. If you notify us in writing more than 5 working days prior to the event you may choose to: i. Obtain a credit for future use (valid for 24 months and cannot be exchanged for a refund) ii. Obtain a full refund iii. Transfer to another available conference in any format. If you notify us in writing within 2 to 5 working days prior you will be charged an administration fee of $75 for all half day bookings and $150 for full day bookings. With the remaining balance you can choose to: i. Obtain a credit for future use (valid for 24 months and cannot be exchanged for a refund) ii. Transfer to another seminar/ conference in any format and pay the difference. Any cancellations within 48 hours of the seminar will be charged the full payment and no refund or credit will be issued. TRANSFER POLICY: Transfers between different formats are allowed without penalty more than 5 days working days prior to the event. For any amendments within 5 working days please see our Cancellation Policy. All notifications should be forwarded to info@ legalwiseseminars.com.au

5 REGISTRATION FORM / TAX INVOICE 5 SIMPLE WAYS TO REGISTER PHONE FAX info@legalwiseseminars.com.au WEB legalwiseseminars.com.au POST PO Box 971 Bondi Junction NSW 1355 HURRY! TIME IS TICKING - Early bird ends Friday, 19 October 2018 COMPANY INFORMATION Company Postal Address: Suburb: City: Postcode: 1. Paper Code: 2. Paper Code: 3. Paper Code: CHOOSE YOUR 3 FREE PAPERS: For selection, please see page 5 DELEGATE 1 GROUP AND MULTIPLE BOOKINGS: $495 (SAVE $$$) Register for 2 or more conferences or register 2+ delegates from your firm and pay just $495 per delegate per conference DELEGATE 2 VENUE: WHEREVER YOU ARE, WATCH LIVE ONLINE OR AS RECORDING CONFERENCE TITLE DATE CODE Family Business Advisory Conference 2018 (Full day) PAYMENT All price inc GST. This document will be a tax invoice for GST when fully completed and you make a payment that is under $1000. Please take a copy for your records. ALL registrations must be paid in full prior to the date of the event. CREDIT CARD Card Number STD. FEE EARLY BIRD Charge $ to my Mastercard Visa Amex 2+ BOOKINGS 19-Nov 1811AN01 $695 $595 $495 SMSF Conference 2018 (Full day) 20-Nov 1811AN02 $695 $595 $495 NSW State Taxes Conference 2018 (Full day) 23-Nov 1811AN03 $695 $595 $495 Session 1: Payroll Tax Strategies (Half day) 23-Nov 1811AN03A $395 $345 N/A Session 2: Land Tax, Stamp Duty and Landholder Duty Intensive (Half day) 23-Nov 1811AN03B $395 $345 N/A DELEGATE 3 Expiry Date / / CVV Security Number for AMEX is 4 digits on front of the card. All other cards last 3 digits on back of the card. Name on Card Signature EFT Legalwise Seminars Pty Ltd BSB Acc your remittance to accounts@legalwiseseminars.com.au CHEQUE Please find enclosed a cheque for $ made payable to Legalwise Seminars Pty Ltd ABN ACN BOOKING CODE: 1811AOSWEB

YOUR TAX TIME CPD SURVIVAL KIT

AUSTRALIA S MOST TRUSTED CPD PROVIDER YOUR TAX TIME CPD SURVIVAL KIT 5-21 JUNE 2018, SYDNEY INSIDE: SMSF Symposium Business Formation, Tax Planning and Exit Strategies Tax Intensive for SME Advisers EARLY