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  • Workshop: Dealing with the business of estate administration paper

Workshop: Dealing with the business of estate administration 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 19 Jul 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper is a case study covering the following:

  • Jones family tree
  • Jones family holdings
  • core facts
  • loss of capacity
  • John and Mary’s Wills
  • John dies
  • Mary dies
  • superannuation
  • family adviser and executor
  • how could John and Mary have structured their affairs to achieve their objectives?
  • international Issues.
  • practical and administration issues.

Author profile

Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others plan the transition from business or full-time work to the next phase of their lives. Its programs help to develop work-life balance at all stages of a career. TPA’s belief is that everyone is entitled to a happy and healthy life both during and after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. - Current at 12 July 2018
Click here to expand/collapse more articles by Peter J MCKNOULTY.

 

This was presented at 2018 Death … and Taxes Symposium .

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

Individual sessions

Incapacity issues: Powers of attorney, wills, super and binding nominations

Author(s):  Caite Brewer

Materials from this session:

Death in the new world, post-superannuation reform

Author(s):  Neal DALLAS,  Chris WYETH

Materials from this session:

Focusing on loans

Author(s):  Thomas TULLEY

Materials from this session:

Issues with life estates

Author(s):  Michael FLYNN

Materials from this session:

Workshop: Dealing with the business of estate administration

Author(s):  Peter J MCKNOULTY

Materials from this session:

Practical legal ethics for the adviser

Author(s):  David W MARKS

Materials from this session:

Helping my client make the best decisions with home, retirement and residential care

Author(s):  Greg Roberts

Materials from this session:

Tax liabilities – Who is responsible

Author(s):  Lyn Freshwater

Materials from this session:

International issues in situations where assets are located overseas, beneficiaries are residing overseas, or even your client dies overseas

Author(s):  Denise HONEY

Materials from this session:

Further details about this event:

 

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