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  2017

Death...and Taxes

Source: QLD

Published Date: 20 Jul 2017

 
It is well documented that Australia is facing a monumental intergenerational wealth transfer over the next 20 years. As a trusted adviser to their ageing clients, tax and accounting advisers are well positioned to help clients and their families deal with the administration burden caused by incapacity and death. Therefore, this event was for tax advisers who want to be prepared for one of the realities of having individual clients. There were plenty of events that are focused on broader estate planning issues.

This event was focused on the the practical things that advisers have to deal with when their clients are facing that mortal coil ... and beyond.

A deeper analysis of superannuation death benefits

Author(s): Scott Hay-Bartlem CTA
Materials from this session:

If you had your time again - Lessons from the grave

Author(s): Bernie O'Sullivan CTA
Materials from this session:

Testamentary trusts

Author(s): Ian Burgess CTA
Materials from this session:

Incapacity

Author(s): Brian Herd
Materials from this session:

Managing family and beneficiary disputes

Author(s): Scott Whitla
Materials from this session:

The process of administration: The taxing process from when you are notified that your client has passed away

Author(s): Linda Farmer
Materials from this session:

Revisiting the income tax and capital gains tax consequences

Author(s): Melanie Costin
Materials from this session:

You're the executor - The roles and responsibilities

Author(s): Jarrad Mobbs
Materials from this session:

Dealing with the impact on the business

Author(s): Paul Hockridge CTA
Materials from this session:

Details

  • Published On:20 Jul 2017
  • Took place at:Surfers Paradise Marriott Resort & Spa, Surfers Paradise

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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