This session explores key issues in deceased estates and estate taxation, focusing on practical considerations for everyday practitioners. We examined residency rules for both estates and beneficiaries, including how residency status impacts tax outcomes and administration. With the global mobility of individuals, this is not a ‘set and forget’ matter.
2026
Deceased estates
Estates: Tips, Traps, and Hot Issues
Source: Victoria
Published Date: 23 Jul 2026
Details
- Published By: Milana Starikov, Chanmony Om
- Published On:23 Jul 2026
- Event Name:Yarra Valley Tax Retreat
- Session Name: Estates: Tips, Traps, and Hot Issues
- Read Time:30+ minutes
- Took place at:RACV Country Club and Resort
The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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.
The Tax Institute
(ABN 45 008 392 372 (PRV14016))
("TTI")
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
Copyright Statement
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.
Tags
2026
Deceased estates
Share this page