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

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Published on 21 Jul 22

Effective estate planning can be achieved only with a thorough understanding of the tax consequences of death. This paper 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

Miranda STEWART
Click here to expand/collapse more articles by Miranda STEWART.

 

This was presented at Yarra Valley Tax Retreat .

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