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Death and taxes - if you will 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 31 Oct 11 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • advisor’s role
  • making a valid will
  • claims against estate: intestacy
  • claims against estate: Inheritance Act
  • tax considerations
  • executor and trustee selection.

Author profile

Modiesha Stephens CTA
Modiesha is a Director at MS Legal practicing in Taxation, Commercial Law and Estate Planning. Modiesha has over 25 years’ experience in advising SME and individual clients in all areas of State and Federal taxation with a particular emphasis on transactional tax advice, including income tax, CGT, GST, transfer duty and other State taxes. Modiesha also practices in estate and succession planning and general commercial law. In addition to being a Chartered Tax Adviser, Modiesha has degrees in law and commerce and a Master of Laws. Modiesha is an avid supporter of the Tax Institute having served on various committees over the years and is the current WA representative on National Council. - Current at 04 November 2025
Click here to expand/collapse more articles by Modiesha MEEGAHAGE.

 

This was presented at Death and Taxes - Super and Estate Planning .

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Individual sessions

Death and taxes: If you will

Author(s):  Modiesha MEEGAHAGE

Materials from this session:

Superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

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