A review of some of the key cases and legislative change in 2023 and some crystal ball gazing for 2024.

Rather than examine the law, this webinar goes through the practical aspects of dealing with a testamentary trust in estate planning.

Notional Estates in NSW flips traditional estate planning on it's head.

Adrian Bailey examines the role of the Appointer in Trusts and some recent cases involving the exercise of their powers.

Kate Chalker, Senior Lawyer, presents a free live webinar on Deceased Estates. The topics Kate cover include: The impact of valid and...

Catch up on our latest Professional Webinar examining key developments from 2022 and how to address them, including: Where did 100A end...

Kimberley Barnes will examine CGT issues with the Main Residence Exemption, including: • Basic concepts • The 6 Year Rule • Is AirBnB a good

Kate Chalker examines the thorny issues of whether a property development is on revenue or capital account.

In this webinar, Anthony Curtis addresses the unique matters that should addressed in a shareholders agreement for start up businesses.

Senior Solicitor, Kimberley Barnes, examines the complexities of preparing a business for sale. Hosted by Adrian Bailey.

Senior Solicitor, Kate Chalker examines recent Payroll Tax changes that will impact clients who engage Contractors.

Senior Solicitor, Kate Chalker, examines recent payroll tax activity that will impact your clients who engage Contractors....

In this webinar we revisit Section 100A and provide practical methods of addressing the ATO concerns.

We're excited to be hosting professional workshops to share answers to the questions we're most frequently asked. We'll be visiting...

Follow up questions for professional webinar: ATO Publications on Division 7A and Section 100A

On 23 February 2021, the ATO released a number of long-awaited public statements on Section 100A Reimbursement Agreements and Division...

In this webinar, Adrian Bailey, Paul Mackenroth, Kate Chalker, and Kimberley Barnes answer questions submitted by our Legal Resource...

The age-old question: company or trust? In recent years the question has only gotten harder to answer. With the complexity surrounding...

We have long advocated that the strategy of putting the family home (or other assets) in a not-at-risk spouse's name is not a good asset...

In this Webinar, Paul Mackenroth explains how you can use a "roll-over" in the Tax legislation to restructure your business or a CGT...

In this Webinar, we answered your questions. Kate Chalker led the discussion by asking Adrian Bailey and Paul Mackenroth for answers...

Testamentary Trusts are an important estate planning tool. Even clients with modest estates should consider using a Testamentary Trust...

Resolutions to distribute the income of a trust are one of the most important events on a trustee's calendar. However, failing to read...

Cleary Hoare represented the taxpayer in FCT v Eichmann. This case which went before the Federal Court and then the Full Federal Court...

Having an asset protection strategy implemented is a vital step. Hopefully the only step you'll ever need to take. But what happens when...

Family Trust Elections are often an abstract idea that "my accountant deals with". In theory, they are simple. But, in practice, when...

Ensuring your business has an effective asset protection system in place is a high priority as a business owner. In Part 2 in our Webinar...

Asset protection is a major focus for Cleary Hoare. It is one of our pillars. Whether you are a business owner, in a high-risk...

Property investment and development seems a national obsession in Australia. Of course, the tax considerations are often the last thing...

On 1 March 2021, the Commissioner of Taxation released draft PCG 2021/D2 to much outcry from industry groups affected by the guideline. ...

In this month's webinar, Adrian Bailey discusses all you need to know about the tax considerations when considering a business sale. If...

Don't understand what makes a Family Trust? Paul Mackenroth spoke with Heide Robson of the Tax Talks Podcast about the elements of a Trust.

In this webinar, Brett Hart talks about the important topic of dealing with regulators such as the ATO, ASIC, or State revenue...

A Shareholder's Agreement has been called a "Commercial Pre-Nup". It will provide the shareholders in a company with a safety net in...

Following on from our recent Solution in Action, Paul Mackenroth spoke on the Tax Talks podcast about what the changes involve and how...

In today's webinar, Adrian Bailey discusses asset protection for your business structure and the importance of getting the structure...

On 22 October 2020, Cleary Hoare Solicitors hosted a virtual workshop for its Legal Resource Club® members. The topics covered in the...

On 22 October 2020, Cleary Hoare Solicitors hosted a virtual workshop for its Legal Resource Club® members. The topics covered in the...

On 22 October 2020, Cleary Hoare Solicitors hosted a virtual workshop for its Legal Resource Club® members. The topics covered in the...

n today's webinar, Helen Jerrard explains the duties of executors and what is involved in administering a deceased estate.

In today's webinar, Kimberley Barnes discusses the tax aspects of estate planning and estate administration.

In today's webinar, Kate Chalker discusses the link between your estate plan and asset protection.

In this fortnightly webinar, Helen Jerrard discussed how to deal with non-estate assets.

In this webinar, Sean Jones explains some of the basics of Trusts and how to use them effectivley in Estate Planning.

In this webinar, Kimberley Barnes explains the importance of having an effective Will in place and the necessary elements that go into...

Kate Chalker from our Sydney office starts off our seven-part Estate Planning Series by explaining the basics of creating an Estate Plan.

In this webinar, Adrian Bailey explains some of the tax traps of Testamentary Trusts as well as some recent changes to the law of how...

In this webinar, Paul Mackenroth takes a look at the options to restructure trusts to other structures and uses an estate plan to give...

In this Webinar, Adrian Bailey discusses the taxation of trusts, trust streaming, and trust resolutions. If you haven't already, head...

In this Webinar, Paul Mackenroth discusses the basics of Trusts, Trustee's duties, different types of Trusts, and Trust variations and...