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Gifts and bequests paper
Published on 08 Apr 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- gifts and bequests
- intervivos v testamentary gifts
- CGT issues with testamentary gifts
- challenging charitable bequests.
Author profile
Will Fennell
Will is a taxation specialist at Piper Alderman who provides state, federal and international taxation advice to a range of corporate, commercial and private clients. Much of Will’s work involves the provision of specialist taxation advice in the context of corporate restructures, business sale transactions and private client advisory. Will also advises the charities sector in relation to a range of taxation and governance issues. In addition to advisory work, Will also manages disputes with state and federal taxation authorities, and has an excellent track record in securing positive outcomes for his clients. Will’s knowledge and expertise is well recognised both internally and externally. Will regularly authors taxation law updates and has presented papers on a number of occasions at The Tax Institute. Will has also completed a Master of Tax at Melbourne University. He also has a depth of expertise in the not-for-profit sector advising NFPs on a range of issues including restructuring, tax endorsement and compliance, and directors’ duties. - Current at 12 March 2021
This was presented at 2016 SA Charities Day .
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Gifts and bequests
Author(s): Will FennellMaterials from this session:
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