About this Event
Please note that the CPA Australia's NSW office is now open for members, please join us at this event to experience the new renonvation of the office.
TOPIC: TRUST AND SECTION 99B - AN ADVISOR'S GUIDE OF ISSUES
Is your client’s “tax-free inheritance” from an offshore trust really tax-free? Todd Bromwich, Special Counsel – Tax at Hall & Wilcox, walks advisers through the traps in section 99B, with practical lessons from recent client matters and case law (Campbell and Howard).
What you will take away:
- A step-by-step framework: taxable facts, residency, transferor trust exposure, taxation of distributions and risk mitigation
- How the ATO’s TD 2024/9 and the PCG 2024/3 low-risk compliance approach apply in practice
- Treatment of cash reserves, in-specie transfers, trust property use and revaluation reserves
- The evidence and tracing standards that decide disputes
- How to protect your practice, including Part IVA, professional obligations, PI cover and when to seek counsel or a private ruling
If a client mentions a “gift from family overseas”, this session will show you which questions to ask next.
SPEAKER: TODD BROMWICH | SPECIAL COUNSEL | HALL & WILCOX
Todd is a Special Counsel in Hall & Wilcox’s Tax team, practising predominantly in taxation advisory and disputes, with broader experience in charity law, trust law, group succession planning and general commercial matters. .
Todd’s clients are predominantly high net-worth individuals and family groups, mid-market groups and charities and not-for-profits.
Todd is recommended in Doyle's Guide to the Australian Legal Profession as a Leading Tax Lawyer in New South Wales and has been listed in Best Lawyers: Ones to Watch in Australia in Tax since 2024.
CTDG Members please refer to your newsletters for the special registration link. Non-members can pay the fees via Eventbrite and we will add you to our website with the membership.
Details:
- When: Monday, 9 November 2026
- In-person Attendance: 5:00 pm start (A light refreshment will be provided)
- Online Attendance: 5:30 pm start
- Where: CPA NSW Office, Level 3, 111 Harrington Street, Sydney NSW 2000
Notes:
- Spaces are limited, all in-person attendees must be registered
- A light refreshment (Pizza) and drinks will be provided
Event venue & nearby stays
CPA Australia NSW, Level 3, Sydney, Australia
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