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Division 7A and deceased estates presentation

Member Price: Free
Non Member Price: $15.00

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 WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Division 7A overview
  • proposed changes to Division 7A
  • Division 7A and deceased estates
  • other tax considerations.

 

Author profile

Daniel Taborsky CTA
Daniel Taborsky, CTA, is the managing director and founder of Birchstone Legal Group. He is a tax specialist and has been recognised as a leading tax lawyer by Doyle's Guide since 2020. He specialises in resolving tax disputes for high net worth individuals and private groups. Daniel advises on complex tax matters (with a particular interest in Division 7A), asset protection and estate/succession planning strategies and philanthropic ventures. Daniel works closely with family lawyers in complex financial matters. Daniel also advises not-for-profit entities, including charities, on structuring and tax issues. Daniel regularly presents and writes articles on tax issues for leading professional bodies. - Current at 17 January 2024
Click here to expand/collapse more articles by Daniel Taborsky.

 

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

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Succession planning for family business

Author(s):  Chris Balalovski,  Alicia Gordon

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Division 7A and deceased estates

Author(s):  Daniel Taborsky

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My client is dead – Super!

Author(s):  Yikai Hoe

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Contested estate matters

Author(s):  Tim Lethbridge

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Philanthropy and estate planning

Author(s):  Chris Balalovski,  Alicia Gordon

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Scenario - Ethical considerations for advisers in estate planning

Author(s):  David W MARKS

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Further details about this event:

 

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