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  Miscellaneous 2022

Deceased estates and tax-effective estate planning: Some key issues

Source: Victoria

Published Date: 21 Jul 2022

 

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Effective estate planning can be achieved only with a thorough understanding of the tax consequences of death. This paper covers some of the key tax issues that should be considered when embarking on estate planning for your clients, including:

  • Management of the final year, deceased estate and testamentary trust tax returns
  • Treatment of income and expenses, and capital gains including the Div 128 CGT rollover
  • Thinking of community: charitable giving on death and;
  • The interaction of estate planning with various assets and entities, including succession planning for businesses
Author(s)

Individual Session

Deceased estates and tax-effective estate planning: Some key issues

Author(s): Miranda Stewart CTA
Materials from this session:

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Details

  • Published By: Miranda Stewart CTA
  • Published On:21 Jul 2022
  • Took place at:RACV Healesville Country Club & Resort

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Miscellaneous 2022

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