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Death and taxes paper

Published on 14 Nov 12 by VICTORIAN DIVISION, THE TAX INSTITUTE

The current significant level of inter-generational wealth transfers makes Death & Taxes a highly relevant topic. In this paper,  Michael Flynn, CTA will discuss issues that may arise in administering deceased estates. Michael addresses the following topics:

  • when are beneficiaries presently entitled to estate income?
  • Commissioner of Taxation recovering estate tax liabilities personally from executors (Barkworth Olives Management)
  • tax consequences of realising assets
  • varying the terms of a will after death
  • CGT event K3 and distributing assets to tax exempt and nonresident beneficiaries.

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Michael FLYNN

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