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Dealing with cross-border structures in estate planning

Published on 12 Sep 2012 | Took place at RACV Club, Melbourne, VIC

    Many Australian expats who have worked or run businesses overseas for years are returning to Australia to enjoy retirement. Many have business assets, personal assets, wealth in trusts and in superannuation funds located outside Australia. In this seminar, two leading practitioners in this field look at some of the traps and challenges in repatriating this wealth to Australia and some of the issues that arise when individuals die in Australia while a portion of their wealth is still held overseas.

Individual sessions

Cross-border structure in estate planning

Author(s):  Denise HONEY,  David FOULDS

This presentation covers tax issues:

  • an Australian resident dies with assets overseas
  • an Australian resident dies with assets held in a foreign trust
  • benefits are paid from a non-resident superannuation fund to an Australian recipient
  • a super benefit is transferred to an Australian superannuation fund
  • an Australian resident dies with an entitlement in a non-resident superannuation fund.
Materials from this session: