- final income tax return
- the estate - present entitlement, net income and rate of tax
- beneficiary issues - trading stock, depreciating assets and capital gain tax issues including main residence and life tenancy.
This was also presented by Peter Marks at the Estate Planning seminar held in Perth on 20 August 2004 and by Michael Flynn at the Estate and Business Succession Planning seminar held in Melbourne on 7 October 2004.