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CGT & duty implications of protecting an estate against a claim presentation


This presentation covers:

  • gifting a property before death
  • Kennon v. Spry
  • property in joint names
  • transferring property via wills or agreements: mutual wills, binding financial agreements and binding death nominations
  • dealing with settlement of claims in a tax effective manner.

Author profile

Steven Grant CTA
Steve, from Merthyr Law, completed his Bachelor of Laws Degree at the Queensland Institute of Technology in 1986, a Masters of Laws from Sydney University in 1992, a Graduate Diploma in Applied Finance and Investments from the Securities Institute of Australia in 1996 and is an Associate of the Securities Institute. 2012 will mark Steve’s 30th year working in Brisbane’s legal service industry. Steve travels the eastern seaboard talking on asset protection and structures for family businesses. Merthyr Law has offices in Brisbane, Bundall & Lennox Head. - Current at 01 June 2012
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This was presented at North Queensland Convention 2009 .

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

Individual sessions

CGT & duty implications of protecting an estate against a claim

Author(s):  Steven GRANT

Materials from this session:

GST and property 10 years on - Reflections, war stories and predictions

Author(s):  Russell BEER

Materials from this session:

Further details about this event:


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