This webinar will address the important tax considerations and common pitfalls that advisors and their clients
need to be aware of when a personal relationship ends.

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

Total CPD Hours: 1

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

Rochelle Roddick, Partner – Tax Advisory, Findex

Rochelle is a tax advisor and a partner with Findex.  She provides advice on the full spectrum of tax matters, ranging from
individual issues through to complex corporate or financing transactions. She has advised a number of clients with advice
in respect of ending personal relationships.