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Critical issues in estate planning presentation
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
This was presented at WA State Convention .
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Tax Office thinking on some topical and emerging CGT issues
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Asset protection - when they come and take the house it is the wife and children that suffer
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Personal insurances
Author(s): Fiona HALSEYMaterials from this session:
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International tax reform - where are we?
Author(s): Mathew CHAMBERLAINMaterials from this session:
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The impact on SMSFs where there is a change in the residential status of trustees
Author(s): Peter SPEECHLEYMaterials from this session:
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Critical issues in estate planning
Author(s): Daniel FRYMaterials from this session:
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Taxation of remuneration
Author(s): Tanya ROSS-JONESMaterials from this session:
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Recent developments in GST and property
Author(s): Lachlan R WOLFERSMaterials from this session:
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Trust distributions: getting your money out of the trust
Author(s): Wayne HEALYMaterials from this session:
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Risk management is for everybody
Author(s): Andrew MILLSMaterials from this session:
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'Strange but true': Corporate acquisition and disposal nuances in the new consolidation world
Author(s): Ken SPENCEMaterials from this session:
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A commentary on current superannuation issues
Author(s): Sharyn LONGMaterials from this session:
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