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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 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. Loreena’s area of special interest is Deceased Estates, and she is a regular presenter for a number of professional bodies. - Current at 08 November 2021
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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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