shopping_cart

Your shopping cart is empty

Administering deceased estates – A practical perspective paper

Published on 21 Feb 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • planning for incapacity or death
  • control of the assets
  • practical issues for the professional executor
  • joint tenants vs. tenants in common
  • deceased estates and the distribution of assets
  • income tax
  • accounts
  • present entitlement
  • absolute entitlement and specific entitlement
  • concessional tax rates
  • equalisation/adjustment clauses
  • capital gains tax
  • CGT and the non-resident beneficiary
  • main residence exemption
  • losses – capital and revenue.

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
Click here to expand/collapse more articles by Loreena Gillon.

 

This was presented at 2019 Estate and Succession Planning Intensive .

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

Individual sessions







Further details about this event:

 

Copyright Statement
click to expand/collapse