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Peace of Mind Checkup

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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 04 Jun 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers the following topics:
- what are the choices open to the Will maker and beneficiaries?
- how do you identify the different types of assets producing different types of income? How do you choose the appropriate beneficiaries? What executor/trustee powers are appropriate for maximum flexibility?
- what do you do when tax laws are constantly changing and cannot be anticipated even a year ahead let alone many years?

Author profile

Peter NETTLETON
Peter is Senior Partner at Brett Davies Lawyers. He completed his law degree part-time while working as an income tax assessor with the Australian Taxation Office (ATO) in Adelaide in 1975. Peter subsequently moved to Canberra where he completed the Legal Workshop course at Australian National University, then travelled overseas, ending up in Perth in 1979. He rejoined the ATO in Perth for another four years, rising to the position of Appeals Officer before leaving to join the prival legal profession in Perth in 1988. He started his own practice in 1992.
Current at 23 Apri 2004
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This was presented at My Client the Deceased .

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Individual sessions

When two certainties collide 'death' and 'taxes'

Author(s):  Arlene MACDONALD

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Peace of Mind Checkup

Author(s):  Peter NETTLETON

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