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Tax planning for estates paper

Published on 28 Sep 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • CGT on assets passing to tax exempt entities and non-residents
  • varying the terms of a will after death
  • the main residence exemption
  • CGT consequences of surrendering a life or remainder interest.

Author profile:

Author Photo - Michael FLYNN
Michael FLYNN

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This was presented at Succession Planning Masterclass .

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Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

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