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Critical issues in estate planning presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced 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.

Published on 25 Aug 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation focusses on the critical issues to consider when analysing an estate plan for your clients, including:

  • everything you need to know about testamentary trusts:
    • how they are utilised
    • their income tax, stamp duty and land tax implications
    • family law considerations
  • reviewing the trust deed of a discretionary trust in five minutes
  • how best to deal with superannuation death benefits
  • the major issues regarding Enduring Powers of Attorney.

Author profile

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
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This was presented at WA State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Tax Office thinking on some topical and emerging CGT issues

Author(s):  Glenn DAVIES,  Martin KEATING

Materials from this session:

Asset protection - when they come and take the house it is the wife and children that suffer

Author(s):  Brett DAVIES

Materials from this session:

Personal insurances

Author(s):  Fiona HALSEY

Materials from this session:

International tax reform - where are we?

Author(s):  Mathew CHAMBERLAIN

Materials from this session:

The impact on SMSFs where there is a change in the residential status of trustees

Author(s):  Peter SPEECHLEY

Materials from this session:

Critical issues in estate planning

Author(s):  Daniel FRY

Materials from this session:

Taxation of remuneration

Author(s):  Tanya ROSS-JONES

Materials from this session:

Recent developments in GST and property

Author(s):  Lachlan R WOLFERS

Materials from this session:

Trust distributions: getting your money out of the trust

Author(s):  Wayne HEALY

Materials from this session:

Risk management is for everybody

Author(s):  Andrew MILLS

Materials from this session:

'Strange but true': Corporate acquisition and disposal nuances in the new consolidation world

Author(s):  Ken SPENCE

Materials from this session:

A commentary on current superannuation issues

Author(s):  Sharyn LONG

Materials from this session:

Further details about this event:

 

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