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The tax professional, the executor & the testamentary trust paper
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 21 years. Her practice has a client base of predominantly professionals, all of whom operate & manage their 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. - Current at 22 May 2018
This was presented at Rottnest Tax Retreat .
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Individual sessions
Ending trusts; tax and other issues
Author(s): Grahame YoungMaterials from this session:
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The tax professional, the executor & the testamentary trust
Author(s): Loreena GillonMaterials from this session:
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