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Death (deceased estates) - The tax issues within deceased estates 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 13 Nov 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • potential exposures for executors and obligations to beneficiaries
  • tax attributes of the deceased
  • tax treatment of the estate vs the beneficiaries
  • opportunities to guide the executors and beneficiaries to minimise tax
  • capital gains tax consequences on death.

Author profiles

James Blackburn ATI
James Blackburn is a Partner at PwC and leads the Private Client business in Adelaide. He has over 19 years taxation, accounting and commercial experience having worked across diverse industry groups with privately owned groups, family owned and operated businesses, ASX listed companies, multi-nationals, and some of Australia's iconic high net wealth family groups and individuals. His experience includes assisting clients with their tax, superannuation and accounting obligations, succession planning, mergers & acquisitions, tax risk management, (re)structuring, capital management, inbound / outbound structuring, and executive remuneration strategies. - Current at 05 April 2016
Click here to expand/collapse more articles by James Blackburn.
Vanessa Stillwell
Vanessa works for PwC.
Current at 1 November 2015

 

This was presented at Estate and Business Succession Planning Day .

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

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Death (deceased estates) - The tax issues within deceased estates

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