Papers and presentations

  • Passing on the Baton: Business Succession and the Estate Plan – Television Education Network - Estate Planning Techniques to Protect the Citadel Online Conference October 2020, Online - Paper here!Presentation here!
  • Discretionary Trusts and Queensland State Taxes - Tips and Traps – Legalwise - 5th Annual Trusts Essentials and Estate Planning Conference March 2020, Brisbane - Paper here!Presentation here!
  • Business Succession planning for the Blended or Complex Family - Legalwise - 2nd Annual Family Business Advisory Conference October 2019, Brisbane – Paper here!Presentation here!
  • Technology and new business models for succession law practices – Legalwise – 12th Annual Wills and Estates Symposium March 2019, Brisbane – Presentation here!
  • Trusts inadvertently grouping family businesses for payroll tax – Legalwise – 4th Annual Trusts Essentials Conference February 2019, Brisbane – Paper here!Presentation here!
  • Tax Planning and Family Law: Where They Intersect – Legalwise – 3rd Annual Tax Essentials Conference 2017, Brisbane (paper written by View Legal, presented by Darius Hii) – Presentation here!
  • CGT Problems in Trust Transactions – Television Education Network – June 2015 Webinar (with Dung Lam) – Paper here!
  • Relevant restructuring – Payroll Tax and Duty Aspects – Tax Institute of Australia, September 2015 (with Lyndon Garbutt and Jessica Laird) – Paper here!
  • Trusts, powers and default appointment clauses – Tax Institute of Australia, Blue Journal – December 2014 Edition (with John Ioannou) – Paper here!
  • Failed Trust Distributions: Their Tax Consequences – Tax Institute of Australia, Blue Journal – October 2013 Edition (with Matthew Burgess) – Paper here!

Advisor training sessions

2021

  • Discretionary trust distribution resolution considerations – Powerpoint here!

2020

2019

  • Discretionary trust part 2 - Trust changes and tax consequences – Powerpoint here!

2018

2017

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