We discuss the following in relation to: 

• Asset Protection and a reminder to use checklists; 
• Review estate planning and Super contributions; 
• 9 Principals of Asset protection; 
• Bankruptcy Evolution; 
• Property vs Resources; 
• Family Law and asset protection rules; 
• Learn from a range of case studies; 
• Binding financial Agreements; and
• Protecting inheritance and excluding beneficiaries

• Assets which do and do not form part of Estate; 
• Testamentary Trusts;  
• Testamentary Trusts and DIV 6AA;  
• Taxing Points; 
• CGT Event 3 – Trustee to beneficiaries; 
• 2018 Budget Key Risk Issues; 
• Testamentary Trust  to Family Trust distributions 
• Learn from a range of case studies; 

 We discuss the following in relation to: 

• Differences between asset protection and limited Liability; 
• Individual vs companies;
• Key issues in choice of structure; 
• Tax issues in restructuring;  
• Advantages and disadvantages of using a company; 
• Company to company rollovers – looking at 122-A;
• Learn from a range of case studies; and
• Company consolidations and tax ramifications.

We discuss the following limitations and differences between the below Trusts structures: 

• Second Generation Family Trust; 
• Lineal Descendants Trust, Bloodline Trust and Capital Reserved Trust; 
• Differences between Estate Proceeds Trusts and Child Maintenance Trust; 
• Discretionary Trusts ; 
• Special Purpose Vehicle Trust; 
• Differences between Unit Trusts and a Fixed trust;  
• Hybrid Trust and a warning to be aware of; and 
• Corporate Trust;