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Deceased Estates

Published on 30 Jul 2014 | Took place at Plaistowe Mews, West Perth , WA

No two deceased estates are the same. Different asset mixes and family dynamics can result in unforeseen problems to the adviser. It is incumbent on the practitioners advising on this area to have a working knowledge of the various issues which may arise across a range of different disciplines, such as the administration process, income tax and superannuation matters.

This event discussed the income tax, CGT and superannuation issues that arise on the death of a client, from the will, to the estate administration, the benefits of testamentary erusts and potential stamp duty concessions available.

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

Individual sessions

A practical perspective

Author(s):  Loreena Gillon

This paper covers:

  • practical Issues for the professional executor
  • death & the will
  • securing the assets
  • probate, collection of assets & paying debts
  • joint tenants vs tenants in common
  • deceased estate, income tax obligations and the distribution of assets
  • income tax
  • accounts
  • present entitlement
  • concessional tax rates
  • capital gains tax
  • main residence exemption
  • losses – capital and revenue
  • life tenancies
  • companies
  • superannuation and life insurance policies
  • testamentary trusts
  • potential conflict of interest.
Materials from this session:

Death and SMSF

Author(s):  Greg BENTLEY

This paper covers:

  • section 17A
  • dependant v non-dependant
  • lump sum v pension
  • cashing deadlines
  • other compliance issues.
Materials from this session:

Discretionary testamentary trusts, special disability trusts and equalisation clauses in wills

Author(s):  Sally BRUCE

This paper covers:

  • discretionary testamentary trust
  • special disability trust
  • equalisation clauses in wills.
Materials from this session: