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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 at taxation law firm Norton & Smailes. He has approximately 20 years of experience in revenue law, beginning his career as a Chartered Accountant. Daniel practises in all areas of tax but has developed particular expertise in superannuation, trusts, all aspects of structuring, capital gains tax, estate planning for SME and high net worth clients and dealing with the Australian Taxation Office in relation to tax disputes. He is a former member of the Tax Institute's National Superannuation Committee and a regular speaker for industry bodies including the Tax Institute. Current at 05 February 2016 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

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

Author(s):  Brett DAVIES

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Personal insurances

Author(s):  Fiona HALSEY

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Further details about this event:

 

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