STEP NSW Lunch and Learn Seminar

Host group
Host Left
Event Type
Meeting/Seminar
Date
Venue

Makinson d'Apice Lawyers
Level 10, 135 King Street
Sydney NSW 2000
Australia

STEP NSW Branch invites you to a seminar with Paul Evans TEP of Makinson d'Apice Lawyers.

Topic: Non-resident beneficiaries in the estate plan – a thorn in the side?

We live in a global and multicultural society where most families will have members who may either be non-Australian tax residents or non-Australian citizens which may have unintended consequences in the estate plan. Paul will review:

  • Federal and State legislation including CGT, stamp duty and land tax liability
  • Tax issues with trust distributions to non-resident beneficiaries
  • Tests for determining residency
  • Practical advice for clients
  • Reviewing and updating trust deeds

Date: Tuesday 25 October 2022

Time: 12:30 pm - 1:30 pm

Cost: AUD25 STEP Members, AUD35 Non-Members

Location: Makinson d'Apice Lawyers - Level 10, 135 King Street, Sydney NSW 2000

As this seminar has the option of 'in person attendance' or 'remote attendance', please ensure you select the correct ticket type when registering for the event.

For further information or assistance, please contact Amy Howells - [email protected]

If you are attending by live-stream, the link to join the live-stream will be sent to each ticket holder via email two hours before this event through the Eventbrite system.

This seminar will be recorded and the recording will be sent to registered attendees within seven days of the seminar.

To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

Cost group
Event Cost
Australian Dollar
25.00
STEP Members
Australian Dollar
35.00
Non-Members
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
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Contact
STEP NSW
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[email protected]
Add to Calendar 2022-10-25 12:30:00 2022-10-25 12:30:00 STEP NSW Lunch and Learn Seminar STEP NSW Branch invites you to a seminar with Paul Evans TEP of Makinson d'Apice Lawyers. Topic: Non-resident beneficiaries in the estate plan – a thorn in the side? We live in a global and multicultural society where most families will have members who may either be non-Australian tax residents or non-Australian citizens which may have unintended consequences in the estate plan. Paul will review: Federal and State legislation including CGT, stamp duty and land tax liability Tax issues with trust distributions to non-resident beneficiaries Tests for determining residency Practical advice for clients Reviewing and updating trust deeds Date: Tuesday 25 October 2022 Time: 12:30 pm - 1:30 pm Cost: AUD25 STEP Members, AUD35 Non-Members Location: Makinson d'Apice Lawyers - Level 10, 135 King Street, Sydney NSW 2000 As this seminar has the option of 'in person attendance' or 'remote attendance', please ensure you select the correct ticket type when registering for the event. For further information or assistance, please contact Amy Howells - [email protected] If you are attending by live-stream, the link to join the live-stream will be sent to each ticket holder via email two hours before this event through the Eventbrite system. This seminar will be recorded and the recording will be sent to registered attendees within seven days of the seminar. To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order. Makinson d'Apice Lawyers Level 10, 135 King Street Sydney NSW 2000 Australia Europe/London public