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At death - What are the tax issues? presentation

Published on 19 Feb 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what, if any, are your exposures?
  • what should be assessed to the estate?
  • what is included to the beneficiaries?
  • can you control a family trust after your death?
  • what are the tax benefits of a testamentary trust?
  • superannuation balances on death.

Author profile:

Neil Wickenden CTA
Neil is Senior Tax Partner with the New South Wales partnership of HLB Mann Judd, an Australasian group of chartered accounting firms. Neil’s practice involves advising on all aspects of income tax, fringe benefits tax, and goods and services tax law to a range of clients. He also provides specialist tax support to a number of smaller accounting practices. He is a member of The Tax Institute among other professional bodies and is a former New South Wales State Chairman of The Tax Institute. Current at 16 October 2014 Click here to expand/collapse more articles by Neil WICKENDEN.
 

This was presented at Death, Divorce and Taxes: Protecting the Family Jewels.

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