Published on 15 Oct 02
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This powerpoint presentation discusses income tax issues arising on death, CGT and stamp duty implications on assets passing to the excutor and the beneficary, CGT main residence exemption on death, special CGT rules if the beneficiary is a charity, creation of life estates in a will and CGT implications and dealing with assets held through a family trust.
Yvette Pietsch FTIA is a Partner in the Taxation Consulting and Business Advisory Groups at Pitcher Partners NSW. Yvette provides taxation advice to large privately held corporations, high net worth individuals, small to medium sized businesses and investors. Yvette joined Pitcher Partners NSW in 1997 and was admitted to the partnership in 2000.
- Current at
20 May 2008