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Succession & estate planning – Money, family & fights paper

Published on 08 Oct 15 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • estate disputes - the new (2015) Victorian rules
  • SMSF disputes - the changing landscape of death benefit controversies
  • family trusts & family fights - how to transition from one generation to another
  • mutual Wills - are they worth it?

Author profiles

Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. - Current at 30 June 2015
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Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 26 September 2017
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This was presented at Vic 3rd Annual Tax Forum .

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Individual sessions





An inside perspective on the Tax White Paper

Author(s):  Roger Brake

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Current perspectives and insights of the Board of Taxation

Author(s):  John EMERSON

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The current tax reporting landscape

Author(s):  Mark ElÁtrache,  Andrew Baillie

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The role of technology in the evolving finance and tax team

Author(s):  David ALLEN,  Donal Graham

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Current issues in cross border financing

Author(s):  Daniel McINERNEY

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Tax consolidation: “If it isn’t broken, fix it until it is …”

Author(s):  Alexis KOKKINOS,  Ali Suleyman

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Current practical issues and opportunities for SMES

Author(s):  Zara RITCHIE

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What is genuine tax reform?

Author(s):  Miranda STEWART

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What you can do to facilitate early dispute resolution

Author(s):  Stuart Orme

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