This webinar will address the important tax consequences and common pitfalls that advisors and their clients need to be aware of in respect of relationship property.

The webinar will address the following topics:

• The tax considerations of when a personal relationship ends
• What is a Relationship Property Agreement (RPA)?
• What is a “settlement of relationship property”?
• Income tax implications of asset transfers under a RPA, including land, personal property and depreciable assets
• Implications for shareholder continuity and losses of companies
• Tax planning and avoidance considerations

Upon satisfactory completion of this webinar you will be able to:

• Identify the issues to consider when a personal relationship ends
• Advise clients whether a RPA is appropriate for their circumstances having regard to the tax implications
• Provide tax input to clients and other professional advisors involved in the preparation of RPAs

Duration: 1.25 CPD hours

Suited to…

• Accountants with a client base that requires regular advice and guidance regarding ending personal relationships
• Lawyers regularly preparing and providing advice in relation to RPAs

PRESENTER

Andrea Lai, Senior Manager – Tax Advisory, Findex

Andrea is a tax advisor and a senior manager with Findex.  She provides advice on the full spectrum of tax matters, ranging from individual issues through to complex corporate or financing transactions.