Brian Hor Email & Phone Number

Sydney, NSW

• WillWorks® is a boutique law practice specialising in creating and implementing strategies to help you Tax Effectively and Asset Protectively preserve, protect and pass on your hard-earned personal and business wealth.
• Comprehensive, creative and flexible WillWorks® SmartWills™ with Sophisticated Fully Discretionary™ Testamentary Trusts – to help ensure your beneficiaries receive their inheritances in the most Tax Effective, Asset.
• Sophisticated Fully Discretionary™ Family Trusts – uniquely designed to provide superior tax efficiency, asset protection, and succession of control;
• Specialist Family Trust Deed Review and Update services – to provide “Bamford compliance”, flexible income streaming powers, plus important amendments (often overlooked by non-trust specialist lawyers) to enhance the.
• Bespoke SMSF Binding Death Benefit Nominations to creatively and tax effectively deal with succession of superannuation death benefits (which are not automatically part of a deceased estate nor dealt with under your.

Level 9, 65 York Street, Sydney, NSW, 2000

As Special Counsel, Superannuation & Estate Planning, I provide technical legal advice and estate planning and SMSF services to our many clients, as well as training programs to advisers to advance their estate planning advisory skills.I provide clients with a suite of tailored legal documents such as Wills (with or without bespoke Testamentary Trusts).

Sydney

• As a Partner in the Private Clients Estate Planning Team, I was responsible for:
• preparing and presenting technical presentations to financial planners, accountants and lawyers;
• providing technical and strategic advice, training and assistance to PwC’s Senior Estate Planning Advisers;
• training and mentoring the Technical Services Team; and
• ensuring the timely delivery of highest quality documentation for implementing recommended estate planning solutions for high net worth clients.I was also responsible for the design and implementation of systems.

Sydney

• As Head of the Technical Services Team, I was responsible for:
• preparing and presenting technical presentations to financial planners, accountants and lawyers;
• providing technical and strategic advice, training and assistance to Clarendene’s Senior Estate Planning Advisers;
• training and mentoring the Technical Services Team; and
• ensuring the timely delivery of highest quality documentation for implementing recommended estate planning solutions for high net worth clients.I was also responsible for the design and implementation of systems.

Sydney

• As Chairman of the FPA's Taxation Sub-Committee, I presided over important projects including:
• the Reform of the Taxation System in 1998;
• Alienation of Personal Services Income and the ATO Factsheet on financial planners;
• impact of the FSRA for AFS licensees and representatives;
• obtaining CGT and Stamp Duty Roll-overs for FSRA restructuring; and
• obtaining the NSW Payroll Tax Exemption for Authorised Representatives.My role often required me to lead a delegation to Canberra to negotiate with government representatives from the ATO and Social Security.

Sydney

In this role, I was specifically contracted to help implement a new compliance regime pursuant to the Financial Services Reform Act 2003, including preparing a new FSR Compliance Manual for the financial services businesses for both internal and external Authorised Representatives.

Sydney

In this role, I provided technical advice and training to all of Perpetual's Private Wealth Advisers nationally across Australia, including preparing and conducting training sessions and examinations of advisory staff in each State to meet PS146 requirements.I was also involved in due diligence for Perpetual products and drafted and reviewed Product.

Sydney

As Corporate Legal Counsel, I was instrumental in the establishment, maintenance and winding up of major commercial property and retail property collective investment Managed Investment Schemes nationally.I also was instrumental in identifying the need for, organising and implementing Y2K compliance, GST compliance, and FSRA compliance nationally across.

Parramatta

• In this role, I acted for the firm's taxation and commercial clients in a wide range of matters, such as:
• providing advice on income tax and capital gains tax matters;
• obtaining favourable Private Binding Rulings from the ATO and APRA;
• acting on the sale and purchase of businesses;
• franchising, leasing, licensing and distribution agreements; and
• advice on and preparation of sophisticated Wills, testamentary trusts, discretionary trusts, unit trusts, hybrid trusts, superannuation funds, partnership agreements, shareholder agreements and business succession.

Sydney

In this role, I worked in a team providing taxation advice and compliance services to a number of the firm's major personal and corporate clients, particularly in the insurance industry and tourism industry.

Bachelor Of Laws; Bachelor Of Economics, - Majored In Revenue Law, Equity, Succession, Commercial Law, Economics, Econometrics

Activities and Societies: Badge Lawn Tennis Competition B Ec / LL B

Diploma Of Financial Planning, Financial Planning

Came first in the whole of Australia in three DFP subjects - Risk Management, Taxation Planning, and Retirement Planning.

Higher School Certificate