Vulnerable Family Members

Vulnerable Family Members
This webinar looks at a range of issues impacting on vulnerable family members, ranging from eligibility for health care card to income tax considerations.

It is not just young family members that can be vulnerable to exploitation or loss of financial resources.  Adults with acquired brain injuries, intellectual disabilities, mental health challenges & substance addictions can all be vulnerable.  This webinar looks at a range of issues impacting on vulnerable family members, ranging from eligibility for health care card to income tax considerations.

Risk of financial harm

·       Next of kin may not be suitable

·       Choice for young children

·       Choice for vulnerable adults

Eligibility for health care card & means tested pension

·       Economic value of health care card

·       Deeming of family trust & proprietary companies

·       Assets test & ordinary income test

Protective trusts

·       Accommodation funds & life interests

·       All needs protective trusts

·       Special disability trusts – need for “severe disability”

Tax & considerations

·       Income splitting without jeopardising beneficiary protection

·       Use of superannuation – income & exempt assets

·       Special disability trusts – CGT, land transfer duty & land tax exemptions

CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion


 

Presented by: Allan Swan

           

            
Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Preventative Law. Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies and is also a director of the Law Institute of Victoria. Allan has 3 specialist accreditations, namely as a Chartered Tax Advisor, Trust and Estate Practitioner, and an Accredited SMSF Specialist TM. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

When
27/11/2018 11:00 AM - 27/11/2018 12:30 PM
Where
Online, Australia

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