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Gifts and bequests paper

Published on 08 Apr 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • gifts and bequests
  • intervivos v testamentary gifts
  • CGT issues with testamentary gifts
  • challenging charitable bequests.

Author profile

Will Fennell
Will is a Partner at Piper Alderman who specialises in income tax, GST and stamp duties. Will leads the Adelaide tax practice but also collaborates nationally with colleagues in his firm’s Melbourne, Sydney and Brisbane offices. Will has had significant experience with the taxation of emerging technologies including working on a number of “initial coin offerings”. Will has a Master of Tax from Melbourne University. - Current at 06 November 2019
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This was presented at 2016 SA Charities Day .

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Author(s):  Murray Baird

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