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Tax planning for estates paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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

Michael Flynn QC CTA-Life
Photo of author, Michael FLYNN Michael is a Barrister at Owen Dixon Chambers West, specialising in taxation, and was National President of The Tax Institute in 2014. He is the author, with James Kessler, QC, of Drafting Trusts and Will Trusts in Australia (2nd edition, 2017). Michael has appeared in the Administrative Appeals Tribunal, the Federal Court and the High Court in taxation cases. Michael has been a member of various committees of The Tax Institute for over 20 years. - Current at 02 December 2019
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This was presented at Succession Planning Masterclass .

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

Individual sessions

The interaction of family law and estate planning

Author(s):  Peter CROFTS

Materials from this session:

Tax planning for estates

Author(s):  Michael FLYNN

Materials from this session:

Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

Materials from this session:

Business succession - Demystifying buy-sell agreements

Author(s):  Paul HOCKRIDGE

Materials from this session:

Superannuation and death

Author(s):  Thalia KALABOUKAS,  Chris KETSAKIDIS

Materials from this session:

Further details about this event:

 

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