Published on 01 Nov 07
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper highlights 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.
Alan is a solicitor with Norton & Smailes Lawyers.
Current at March 2009
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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
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