Financial dependency and interdependency relationships

$132.00 Excl. GST

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Description

The ability to receive a tax-free death benefit in relation to a parent-child relationship typically depends on being able to evidence financial dependency or the relevant criteria to establish an interdependency relationship. However, this topic is not well understood by many advisers and generally speaking, a parent-child or a grandparent-grandchild relationship does not satisfy the criteria. There are however circumstances that may satisfy these rules.

This session will cover:

  • The key rules, tips and traps
  • Lessons learnt from cases and ATO private binding rulings
  • The essential guide to evidencing financial dependency and interdependency relationships
  • Tips for testamentary trusts, BDBNs and tax implications
  • Opportunities for advisers with client planning
  • Much more …

$99 (members) | $132 (non- members)

TPB CPD Hours: 1 hour |  Legislated CPD Hours: To be confirmed

Who Should Attend?

This webinar is suitable for:

  • Accountants and financial advisers advising in superannuation matters, and
  • Other practitioners who would like to gain some knowledge or improve their knowledge in this area.

 

Presented by:
Bryce Figot

Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 17 years and holds a Master of Laws from the University of Melbourne.

Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network.

Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation.

Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser.

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