CPD Webinar - Navigating Tax Issues in Family Law

1 CPD Point – Substantive Law

Often lost amongst the emotional turmoil of a family law dispute, are the tax implications arising from the resulting settlement. When advising clients on the impact of the division of assets and changes to family group structures, understanding how tax may affect the end outcomes is critical.

During this webinar, Navigating Tax Issues in Family Law, Daniel Taborsky and Shivani Jethwa from Birchstone Tax Law, will provide a practical overview of key tax considerations and potential unintended tax outcomes to be mindful of in a family law settlement.

This presentation will cover:

1. Marriage or relationship breakdown roll-over;
2. Division 7A: How not to fall foul;
3. Change of control of a trust;
4. Family Trust Elections;
5. Disclaimers after the High Court decision in FCT v Carter; and
6. Other tips and traps.

This webinar is suitable for lawyers, accountants and other professional advisers and is pitched at an intermediate level. It assumes a basic knowledge of common business structures.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Points.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenters

Daniel Taborsky
Managing Director, Birchstone Tax Law

Daniel Taborsky is the managing director and founder of Birchstone Legal Group, which is a boutique law firm specialising in tax and succession planning solutions for privately owned enterprises and high-net-worth individuals. Dan is a leading tax lawyer and has been recognised as such by Doyle’s Guide since 2020. He specialises in resolving tax disputes with the ATO and State revenue offices as well as advising on complex tax matters, restructures of private groups and M&A transactions. Daniel has significant experience in advising on the tax implications of complex financial family law matters.

Shivani Jethwa
Associate Director, Birchstone Tax Law

Shivani Jethwa is an Associate Director at Birchstone Tax Law. She specialises in providing advice in relation to complex tax matters, trust law issues and implementing effective tax and commercial strategies for succession planning and asset protection purposes. Shivani has experience in advising high net wealth individuals and private corporate groups across a broad range of tax issues. Shivani holds a Bachelor of Law and Bachelor of Commerce from the University of Western Australia, and was recognised as a Rising Tax Star lawyer in the Doyle’s Guide in 2020 and a recommended lawyer in the Doyle’s Guide list of Leading Tax Lawyers in WA for 2022 and 2023.