This national event is Australia’s leading estate administration taxation event and a ‘must attend’ event for tax and legal practitioners working in succession planning and estate administration. As Australia experiences its largest ever intergenerational wealth transfer, and we face rapidly ageing client bases and complex business and financial arrangements, it is more important than ever to upskill in the unique tax issues in succession planning and estate administration. Australia is also seeing unprecedented growth in estate litigation and increasing risks for executors, which tax and legal practitioners must competently manage.
This year’s conference included sessions on estate disputes and settlements, distributions from foreign trusts, managing trading businesses after death, primary production land in the estate plan, and a hotly-contested debate on life interests between leading practitioners.