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Administering deceased estates – A practical perspective paper

Member Price: $57.00
Non Member Price: $75.00

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 Feb 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • planning for incapacity or death
  • control of the assets
  • practical issues for the professional executor
  • joint tenants vs. tenants in common
  • deceased estates and the distribution of assets
  • income tax
  • accounts
  • present entitlement
  • absolute entitlement and specific entitlement
  • concessional tax rates
  • equalisation/adjustment clauses
  • capital gains tax
  • CGT and the non-resident beneficiary
  • main residence exemption
  • losses – capital and revenue.

Author profile

Loreena Gillon CTA
Loreena Gillon, CTA, is the Director of Arithmos Chartered Accountants, a niche chartered accounting firm operating in West Perth, and has done so for the past 27 years. Arithmos Chartered Accountants has a client base representing a number of professions, all of whom operate & manage their business affairs through various structures, including Trusts and Self Managed Superannuation Funds. Prior to establishing her chartered accounting practice Loreena worked for accounting firms in the business services area. Loreena’s area of special interest is Deceased Estates, and she is a regular presenter for a number of professional bodies. - Current at 25 September 2024
Click here to expand/collapse more articles by Loreena Gillon.

 

This was presented at 2019 Estate and Succession Planning Intensive .

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

Individual sessions

Administering deceased estates – A practical perspective

Author(s):  Loreena Gillon

Materials from this session:

Succession planning for family business

Author(s):  Chris Balalovski,  Alicia Gordon

Materials from this session:

Division 7A and deceased estates

Author(s):  Daniel Taborsky

Materials from this session:

My client is dead – Super!

Author(s):  Yikai Hoe

Materials from this session:

Contested estate matters

Author(s):  Tim Lethbridge

Materials from this session:

Philanthropy and estate planning

Author(s):  Chris Balalovski,  Alicia Gordon

Materials from this session:

Scenario - Ethical considerations for advisers in estate planning

Author(s):  David W MARKS

Materials from this session:

Further details about this event:

 

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