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Elder accounting 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 16 Oct 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • planning for incapacity or death
  • control of the assets
  • joint tenants vs. tenants in common
  • deceased estates and the distribution of assets
  • equalisation/adjustment clauses
  • capital gains tax
  • CGT and the non-resident beneficiary .
  • losses – capital and revenue
  • deceased estates and the 45 day holding rule
  • family provision claims
  • companies
  • Division 7A Issues
  • discretionary testamentary trusts
  • court-authorised wills.

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 The Client Life Cycle: Challenges and Opportunities .

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Elder accounting

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