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Deceased estates - A practical perspective video

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Member Price: $99.00
Non Member Price: $121.00

Publication date: 18 Mar 15 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

This video is a filmed session from the 30th National Tax Convention, powerpoint slides are incorporated with the presentation.

This video provides an overview of the practical administration and taxation issues that you may encounter either as executor, or as adviser to the executor. Planning and administration issues that were discussed include:

  • death and probate
  • bequests of assets
  • the family home and other significant assets
  • taxation issues for the executor of the deceased estate before and after the three-year time frame in s 99
  • Division 128 – CGT consequences of death on the deceased and beneficiaries
  • superannuation.

Purchase individual materials from this session:

Deceased estates: A practical perspective
Author(s):  Loreena Gillon

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
Click here to expand/collapse more articles by Loreena Gillon.
This was presented at 30th National Convention .

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

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