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Death and taxes presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes 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.

Published on 08 Nov 05 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:

  • summary of tax issues to consider when advising a client about drafting a will
  • advantages of testamentary trusts
  • opportunities to vary a will after death
  • main residence exemption
  • surrender of a taxpayer's life interest in a trust created by the will of a deceased person - TR 2005/D14.

Author profile

Michael Flynn KC CTA-Life
Photo of author, Michael FLYNN Michael Flynn KC, CTA (Life), is a Barrister at Owen Dixon Chambers West, specialising in taxation, and was National President of The Tax Institute in 2014. Michael has appeared in many leading taxation cases in the Federal Court and the High Court and has been a member of various committees of The Tax Institute over the past 25 years. - Current at 30 November 2023
Click here to expand/collapse more articles by Michael FLYNN.

 

This was presented at Preserving and Passing on the Family Wealth: Series 1 - Control of assets through trusts and asset protection .

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Individual sessions

Passing Control of Existing Trusts

Author(s):  Rob JEREMIAH

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Establishing new trusts as part of succession planning

Author(s):  Daniel SMEDLEY

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Death and taxes

Author(s):  Michael FLYNN

Materials from this session:

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