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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 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. - Current at 15 July 2021
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This was presented at 2019 Estate and Succession Planning Intensive .

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