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Critical issues in estate planning presentation


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
Daniel Fry FTIA is a Partner at taxation law firm Norton & Smailes in Western Australia. He began his career as a Chartered Accountant at Arthur Andersen in its superannuation and tax division and has been a Solicitor with Norton & Smailes since 1999. Daniel practises in all areas of tax but mainly specialises in superannuation, trusts, capital gains tax, and estate and succession planning.
Current at 12 March 2009 Current at 21 April 2009 Click here to expand/collapse more articles by Daniel FRY.


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:

Further details about this event:


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