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The tax professional, the executor & the testamentary trust paper

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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 04 Dec 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the role of the “trusted advisor”
  • motivation of the various parties
  • pro’s, con’s and risks of accepting a role
  • intergenerational change
  • potential alternatives.

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 Rottnest Tax Retreat .

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

Individual sessions

Ending trusts; tax and other issues

Author(s):  Grahame Young

Materials from this session:

The tax professional, the executor & the testamentary trust

Author(s):  Loreena Gillon

Materials from this session:

Further details about this event:

 

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