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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
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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:


Further details about this event:

 

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