shopping_cart

Your shopping cart is empty

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 24 years. Arithmos Chartered Accountants has a client base representing a number of professions, all of whom operate & manage their business 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. Loreena’s area of special interest is Deceased Estates, and she is a regular presenter for a number of professional bodies. - Current at 08 November 2021
Click here to expand/collapse more articles by Loreena Gillon.

 

This was presented at Deceased Estates .

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

Individual sessions


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

Author(s):  Sally BRUCE

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse