Single Product

2020 March – Tax issues on Marriage Breakdown

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Presented by Sean Pearce, this 90 minute tax training session took place in March 2020.

With one in three marriages ending in divorce the likelihood of advisers being involved with a number of client marriage breakdowns is almost certain. Involvement may range from simply providing disclosure right through to aiding a client and their legal adviser in developing suitable options on how assets could be split. In order to adequately assist clients it is important that advisors are across a range of Tax Issues and how they may impact any final settlement.

Join Sean Pearce as he takes a more detailed look at some of the critical tax aspects of a marital breakdown including:

  • CGT issues on asset transfers including the main residence exemption;
  • Transfer Duty on asset transfers;
  • Dealing with Tax Debts;
  • Dealing with UPE’s and Division 7A loans;
  • Issues in relation Family Trusts;
  • Dealing with Superannuation; and
  • Recent cases and how they impact planning going forward.

**This session will qualify for 1.5 hours Structured CPD/CPE for CPA, CAANZ, IPA and Tax Institute members**

This download contains the following files:

The PowerPoint presentation (Microsoft Office 2010)

The Notes for the case study (PDF)

The solutions for the case study (PDF)

**** Please note that once purchased, a link to the webinar will be sent to you in a separate email. *****