STEP New South Wales Lunch and Learn - Wednesday 11 September 2024

STEP NSW Branch invites you to a seminar with Chris Holloway, Senior Manager Taxation Services, Trustee & Wealth Services, Equity Trustees. 

This Lunch and Learn will be hosted in the Stuart Room at Equity Trustees in Sydney and will include the opportunity for networking and light refreshments.

Topic: Testamentary Trusts – Tax Tips and Traps

Testamentary trusts are useful tools that allow for the protection of assets as well as control and flexibility over distributions after death.

Testamentary trusts also provide valuable tax advantages on the receipt and distribution of trust income and assets. However, trustees must also be aware of the tax pitfalls that hide in testamentary trusts.

DATE: Wednesday 21 September 2024

TIME: 
12:00pm - Arrival and refreshments 
12:30pm - Seminar Commences
1:30pm - Light lunch
2:00pm - Event concludes

LOCATION: Stuart Room | Equity Trustees | Level 4, 7 Macquarie Place, Sydney
COST: $45 STEP Members, $90 Non-Members

This event will be offered for in person attendance and live-streamed by webinar.

For further information or assistance, please contact stepnswaustralia@step.org

PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

SPEAKER |Chris Holloway

Senior Manager Taxation Services | Trustee & Wealth Services | Equity Trustees

Chris Holloway has more than 20 years' experience with trustee companies specialising in deceased estate and testementary trust taxation and has led the Company's specialist Taxation Services team for 10 years. He is one of Australia's most experiences experts in taxation and trusts and estates and has unique expertise in the highly technical area of portfolio reconstructions to rebuild capital gains tax cost bases from incomplete share histories for estates in administration, for beneficiaries inheriting assets, or for individuals looking to organise their asset records.

Equity Trustees is a registered and licensed tax agent, and Australia's leading specialist trustee company. The Taxation team work across the Equity Trustees' range of products including financial advice, estate planning, deceased estate management, ongoing trust management and philanthropic trust management. They provide bespoke tax advice to assist beneficiaries manage or reduce potential taxation liabilities from inheritances and conduct tac compliance activities which include preparation and lodgement of tax returns, activity statements, and withholding tax obligations.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees, now incorporating Australian Executor Trustees (AET), combines two leading trustee teams with expertise and experience across all areas of specialist professional trusteeship serving individuals, families and communities. With a history of service reaching back to 1879, we offer services including asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers in Melbourne, Sydney, Brisbane, Perth and Adelaide.

Visit us online for more information or call 1300 133 472.