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Elder accounting paper

Published on 16 Oct 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • planning for incapacity or death
  • control of the assets
  • joint tenants vs. tenants in common
  • deceased estates and the distribution of assets
  • equalisation/adjustment clauses
  • capital gains tax
  • CGT and the non-resident beneficiary .
  • losses – capital and revenue
  • deceased estates and the 45 day holding rule
  • family provision claims
  • companies
  • Division 7A Issues
  • discretionary testamentary trusts
  • court-authorised wills.

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
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This was presented at The Client Life Cycle: Challenges and Opportunities .

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Resolving tax disputes through constructive engagement with the ATO

Author(s):  Jonathon LEEK,  James Galati

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