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Rottnest Tax Retreat

Published on 04 Dec 2020 | Took place at Country Club Rottnest Island Golf Course, Perth, WA

Allowing experienced tax practitioners an opportunity to delve deep into high level tax topics, the Rottnest Tax Retreat showcased some of WA’s best minds in tax, along with a distinctive networking opportunity.

Delegates attended four technical sessions presented by experts in their fields, covering Trusts, Part IVC and a case update.

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

Individual sessions

Ending trusts; tax and other issues

Author(s):  Grahame Young

This presentation covers ending trusts; tax and other issues.

Materials from this session:

The tax professional, the executor & the testamentary trust

Author(s):  Loreena Gillon

This paper covers:

  • the role of the “trusted advisor”
  • motivation of the various parties
  • pro’s, con’s and risks of accepting a role
  • intergenerational change
  • potential alternatives.
Materials from this session: