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 Director at EY Law (formerly Norton & Smailes). He is admitted as a lawyer of the Supreme Court of Western Australia and practises in the Federal Court of Australia and the Administrative
Appeals Tribunal. Alan’s principal areas of practice include income tax, CGT, tax disputes, tax litigation, superannuation, trusts, wills and estates.
- Current at
19 May 2017
Daniel Fry, CTA, 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
19 February 2018