shopping_cart

Your shopping cart is empty

Deceased estates and tax-effective estate planning: Some key issues podcast

Member Price: $35.00
Non Member Price: $43.00

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 21 Jul 22 by NATIONAL DIVISION, THE TAX INSTITUTE

Effective estate planning can be achieved only with a thorough understanding of the tax consequences of death. This podcast covers some of the key tax issues that should be considered when embarking on estate planning for your clients, including:

  • Management of the final year, deceased estate and testamentary trust tax returns
  • Treatment of income and expenses, and capital gains including the Div 128 CGT rollover
  • Thinking of community: charitable giving on death and;
  • The interaction of estate planning with various assets and entities, including succession planning for businesses

Author profile

Prof Miranda Stewart CTA
Prof. Miranda Stewart, CTA, is a Professor at Melbourne Law School, The University of Melbourne and is an honorary Professor at the Tax and Transfer Policy Institute, Crawford School of Public Policy, Australian National University. Recent books include Tax and Government in the 21st Century (Cambridge University Press, 2022), Death and Taxes (Thomson Reuters, 2022) with Michael Flynn KC and Income Taxation: Commentary and Materials (Thomson Reuters, 2023) with Graeme Cooper, Michael Dirkis and Richard Vann. - Current at 27 May 2024
Click here to expand/collapse more articles by Miranda STEWART.

 

This was presented at Yarra Valley Tax Retreat .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Setting up your structure – considerations when commencing a new business

Author(s):  Linda Tapiolas

Materials from this session:

Main residence exemption: is it the devil or an angel in the details?

Author(s):  Neil Brydges,  Edward HENNEBRY

Materials from this session:

Property investment and diversifying wealth

Author(s):  Andrew HENSHAW

Materials from this session:

When divorce rears its (potentially) ugly head – managing tax issues that arise in a marriage or relationship breakdown

Author(s):  Paul HOCKRIDGE

Materials from this session:

Deceased estates and tax-effective estate planning: Some key issues

Author(s):  Miranda STEWART

Materials from this session:

Divorce, death and super – how to exit an SMSF

Author(s):  Philippa Briglia,  Philip BRODERICK

Materials from this session:

Division 152

Author(s):  Michael PARKER

Materials from this session:

How we all became the Brady Bunch! Navigating tax, super and structuring issues for blended families

Author(s):  Leanne Connor

Materials from this session:

When it all needs to come undone – Dismantling structures

Author(s):  Mark Molesworth

Materials from this session:

Further details about this event:

 

Copyright Statement