Live Webinar: Estate Planning and Property Holdings: Achieving Optimal Tax Outcomes


Date:  Thursday 20th August 2020 – Online: Vic, NSW, Qld, ACT, Tas: 12pm to 1pm
SA & NT:  11.30am to 12.30pm
WA: 10am to 11am


Although death and taxes are the main certainties in life, there are ways to structure property holdings and transfer for maximum benefit after death, as well as take steps to manage disputes over an inheritance to achieve better outcomes for the parties involved. This session looks at a number of ways to achieve family harmony and at the same time legitimately hold back some of the estate funds from government coffers. Topics covered include:

  • The use of a testamentary trust – the pros and cons

  • Who has control of the trust?

  • Stamp duty and capital gains tax on the transfer of assets into a testamentary trust – what are the rules?

  • Distribution of income from property assets – tax treatment

  • Trust winding up and sale of assets – tax and duty implications

  • Real estate in a SMSF – binding death benefits and potential taxation liability

  • Real property transferred under the terms of a will – capital gains tax liability

  • Will disputes – factoring in tax implications into mediation and settlement outcomes

  • Deeds of family arrangement – applicable duty under the Duties Act 1997

  • The benefit of a partition under section 30 of the Duties Act 1997 over a deed of family arrangement

Live Webinars,Property Law,Live Webinar:  Estate Planning and Property Holdings: Achieving Optimal Tax Outcomes

Sam Baring, Senior Associate, Hall & Wilcox, Melbourne

As a Senior Associate at Hall & Wilcox Lawyers, Sam works with and advises clients in achieving their succession planning goals. He is also regularly involved in estate litigation, including claims for further provision. Sam has experience guiding executors through the process of applying for probate and administering deceased’s estates.

Specialties: Wills, Powers of Attorney, Estate Planning, Business Succession Planning, Estate and Will Disputes, Trust Advice and Disputes, Self Managed Superannuation Funds and Probate.

This webinar is suitable for lawyers and accountants advising in property – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD units/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

© Television Education Network Pty Ltd 2020

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.

At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RB1AUG20
 Price:   $198.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.