Tax workshops – Newcastle

16 Oct 2024 8:00AM – 10:30AM AEDT

$259.09 +GST

Our public tax workshops are designed for smaller practices and sole practitioners, covering a monthly Tax Update and Special Topic.

October: Estate planning: Planning for a better tax outcome

Asset protection (and tax) is foremost when considering strategies for accumulating and holding assets. 

Planning for how those assets are to be transferred to the next generation requires consideration, not only of likely tax consequences, but also of strategies to guard against disputes. 

This session will consider the tax implications of various estate planning strategies for dealing with:

  • The family home / holiday house
  • Superannuation interests
  • Loans to family members
  • Bequests of valuable assets
  • Control of the family business


All TaxBanter tax training qualifies as eligible CPE/CPD hours.

Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.