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.
Loreena operates a Chartered Accounting firm in West Perth, and has done so for the past 18 years. Her practice has a client base of predominantly professionals including medical practitioners, solicitors, engineers and architects, all of whom operate through various structures, including Self Managed Superannuation Funds. Prior to establishing her practice, Loreena worked for accounting firms in the business services area. Loreena currently sits on the WA State Convention Committee and WA State Council and is a regular presenter for The Tax Institute.
- Current at
10 July 2015