Advisor Training Services

Cooper Grace Ward offers training to accountants, financial planners, lawyers and other professionals on a range of topics.

We usually provide either half or full day training sessions but can tailor these sessions to meet your requirements in relation to timing, topics and level of experience of the staff attending. 

Some recent topics include:

• Trusts issues including Family Trust Elections
• Small Business CGT Concessions
• Business structuring (asset protection, estate planning and tax issues)
• Tax implications when buying and selling businesses
• Superannuation
• Division 7A
• Estate planning and disputes
• Tax issues for Small Business Entities (previously STS taxpayers)
• Main residence exemption
• Restructuring and rollovers
• Practical tax and estate planning issues of matrimonial disputes including Binding Financial Agreements.
• Overview of the Duties Act
• Implications of the Payroll Tax amendments
• Issues with shareholders’, partnership and business succession agreements
• Industrial relations and employment topics, including:
  - Recruitment, selection and performance management
  - Counselling and termination
  - Discrimination and workplace harassment
  - Enterprise bargaining and workplace agreements
  - Managing ill and injured workers
  - Safety in your business
  - Conflict resolution.

Cooper Grace Ward can provide sessions on these and any other topics you feel appropriate. We can also provide training sessions for more than one firm at a time if you would like to partner with other firms for this type of training.

What you will receive in each training session

• An overview of the relevant legislation, ATO views and cases
• A practical understanding of the topic by working through case studies
• Detailed notes and checklists to take with you 

For more information or to arrange a training session

Please contact Linda Tapiolas
Ph: (61-7) 3231 2562
Email: linda.tapiolas@cgw.com.au

For details on the full range of services we provide to accountants, financial planners and other professional advisors, please visit our Revenue, Tax & Superannuation or Estate Planning & Disputes pages.

Or return to our main Legal Training page.