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Gifts and bequests presentation

Published on 08 Apr 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is a gift?
  • characteristics of a gift
  • transfer of beneficial interest
  • volunteers
  • voluntary transfer
  • arises by way of benefaction.

Author profile

Will Fennell
Will Fennell is Special Counsel at Piper Alderman whose practice focusses on providing specialist taxation, revenue and superannuation advice to commercial, corporate and private clients. Much of Will’s work involves the provision of specialist taxation advice in the context of corporate restructures, business sale transactions and private client advisory. Will has also completed a Master of Tax at Melbourne University - Current at 25 June 2018
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This was presented at 2016 SA Charities Day .

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News from the regulator

Author(s):  Murray Baird

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