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Deceased estates: A practical perspective presentation

Published on 30 Jul 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • no two deceased estates are the same
  • family dynamics
  • mix of assets and liabilities always different
  • professional executor & accountants role
  • presumed level of knowledge.

Author profile

Loreena Gillon CTA
Loreena Gillon, CTA is the Director of Arithmos Chartered Accountants, a niche chartered accounting firm operating in West Perth, and has done so for the past 21 years. Her practice has a client base of predominantly professionals, all of whom operate & manage their affairs through various structures, including Trusts and Self Managed Superannuation Funds. Prior to establishing her chartered accounting practice Loreena worked for accounting firms in the business services area. - Current at 22 May 2018
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This was presented at Deceased Estates .

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Individual sessions


Discretionary testamentary trusts, special disability trusts and equalisation clauses in wills

Author(s):  Sally BRUCE

Materials from this session:

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