FAPS- The Family Asset Protection Series- ACT Seminars
The family asset protection series will be presenting four professional seminars detailing the tips and traps for managing the family assets, pre and post death.
The Seminars are brought to you by Conscious Money (Financial Planning perspective), Duesburys Nexia (Accounting and Tax perspective) and Certus Law (Legal and Estate Planning perspective).
Each seminar covers a different realm of how you can best protect the family wealth, covering off on the financial, legal and tax aspects of each topic.
Part 1 - Asset Protection- Estate and Tax issues to cover the following content:
• Pre Death
• Blended mix Families
• Acquisition of Property
• Stamp Duty
• CGT
• Govt Assistance
• Gifts/Loans/Trusts
• Trusts
• Risk Management- Loans on Foot
• Buy/Sell Agreements
• Business Structures/ Transitions
• Residential home
• Prenuptials- Pre marital Wills
• Joint A/C Investments
• EPOA
• E.g Andersons and Property
Part 2 - Wills and Estate Planning, incl EPOAs:
• Post Death
• Testamentary Trusts
• CGT
• Administration of Assets
• Fair break up of assets- Nancy Crawford example
• Assets in and out of the Will
• Contesting the Will
• Dying intestate
• Divorce/ Marriage
Part 3 - SMSFs and Trust Structures:
• SMSF vs Private vs Public sector funds
o In house asset rules- post GFC
o Appropriate investments
• Family Trusts
• Private Ancillary Funds
• Nominations- BDBN- Binding Death Benefit Nominations
Part 4 - Intergenerational Wealth Transfer:
• The planning involved.
• Content yet to be decided upon, depending on feedback from previous 3 seminars.
All four seminars will be held at the CSIRO Discovery centre Auditorium.
Parking is free and easily accessible from the CSIRO centre.
The seminars will start from 5.30pm for light refreshments, seminar starting from 6.15 and concluding at 8pm.
The first seminar or part of the series will be held on Tuesday, March 16th at the CSIRO Discovery Centre in Acton, ACT.
The following parts will be held in the months of June, September and November. (Dates TBA)
The cost is $22/ per person/per seminar.
Investments & the stock market
Conscious Money presents courses on financial planning and investment strategies at CIT Solutions, Canberra.
Learn how to create your financial road map to greater prosperity. Understand the fundamentals of making money. Course covers tax strategies and structures, the pros and cons of negative gearing into property and shares. Tax planning around superannuation, estate planning, family trusts and self managed superannuation funds will also be included.
The classes run for 4 weeks from 6:30pm to 8:30pm at CIT Campus in Bruce.
Dates for 2010
Term 1 - March 18, 25 and April 1, 8
Term 2 - June 3, 10, 17 and 24.
Term 3 - TBA
To order your CIT Solutions Adult and Community Education Booklet for 2009 contact CIT Solutions on:
Phone: 02 6207 4441
Fax: 02 6207 4343
Email: cit.solutions@cit.act.edu.au
or freecall: 1800 700 208