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Tax issues with deceased estates paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 01 Dec 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Division 118
  • charitable bequests
  • life estates.

Author profile

Tom Pledge FTI
Tom is a Partner of Corporate, Commercial and Construction Law Firm Crawford Legal. Tom has been a Fellow of the Tax Institute of Australia since 2004 and has experience advising a broad cross-section of large and small corporate businesses and high net worth individuals on commercial issues including in the areas of land tax and stamp duty and particularly in relation to complex land and business acquisitions, disposals, restructures, succession and estate planning, and estate administration. - Current at 05 December 2019
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This was presented at 2017 SA Trusts Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Unit trusts – Current issues

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Trusts for Children: Strategies for transferring assets to the next generation

Author(s):  Phil Shepherd,  Andrew Liu

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The ATO on trusts

Author(s):  Simon HAINES

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Tax issues with deceased estates

Author(s):  Tom Pledge

Materials from this session:

Further details about this event:

 

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