No two deceased estates are the same. Different asset mixes and family dynamics can result in unforeseen problems to the adviser. It is incumbent on the practitioners advising on this area to have a working knowledge of the various issues which may arise across a range of different disciplines, such as the administration process, income tax and superannuation matters.
This event discussed the income tax, CGT and superannuation issues that arise on the death of a client, from the will, to the estate administration, the benefits of testamentary erusts and potential stamp duty concessions available.