shopping_cart

Your shopping cart is empty

Estate Planning – tax implications and other considerations 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 20 May 21 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers the key estate planning issues and considerations for testators and advisers.

Author profile

Chanmony Om
Chanmony Om is a Tax Consultant at BNR Partners. She is passionate about assisting her clients with the tax issues of a deceased estate and ensuring the estate is administered in the most tax effective manner. Chanmony has extensive experience in the main residence exemption provisions including the partial main residence exemptions, calculation of capital gains on investment properties and preparation of private ruling requests for deceased estates. Chanmony also has experience in advising small businesses in the areas of small business capital gains tax concessions, fringe benefits tax and year-end tax planning and business structuring. Chanmony has a degree in Commerce and Law, is also a qualified Chartered Accountant and a member of both The Tax Institute and CAANZ. In her spare time, Chanmony enjoys flower arranging and photography. QUALIFICATIONS AND MEMBERSHIPS • Bachelor of Commerce • Bachelor of Law • Member of Chartered Accountants Australia and New Zealand (CA) • Associate Member of The Tax Institute (ATI) - Current at 23 March 2021

 

This was presented at NSW 13th Annual Tax Forum .

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

Individual sessions

The dark corners of Division 7A

Author(s):  Andrew Noolan

Materials from this session:

Tax issues in a difficult environment

Author(s):  Neil PEREIRA,  Narayanan Sushma

Materials from this session:

Current battlegrounds in GST

Author(s):  Andrew HOWE,  Helena Papapostolou

Materials from this session:

Trust hot topics

Author(s):  Ken SCHURGOTT

Materials from this session:

Demergers and capital management update

Author(s):  Simon JENNER,  Andrew SHARP

Materials from this session:

Family trust elections – why bother making one?

Author(s):  Danielle Constantine,  Todd Want

Materials from this session:

ATO’s new top 1000 combined assurance program

Author(s):  Judy MORRIS,  Karen Price

Materials from this session:

R&D is back and alive

Author(s):  Mariana Von Lucken

Materials from this session:

Broader issues of trust distributions – it is not all about the tax

Author(s):  Mark RICHMOND

Materials from this session:

Don't lose your losses

Author(s):  Sarah Saville,  Roop Sangha

Materials from this session:

Estate Planning – tax implications and other considerations

Author(s):  Chanmony Om

Materials from this session:

Economic update

Author(s):  Kristian Kolding

Materials from this session:

Enforcing JobKeeper and cash flow boost – dealing with audits and issues arising from accessing the stimulus payments

Author(s):  Chris ARDAGNA,  Robyn Jacobson

Materials from this session:

Superannuation and Estate Planning

Author(s):  Julie Dolan

Materials from this session:

R&D/Evidence/Case Law – Record Keeping

Author(s):  Sandra Boswell,  Rebecca Iwanuscha

Materials from this session:

The virtual environment – how to communicate, network and build a personal brand effectively in the digital age

Author(s):  David SMITH

Materials from this session:

SMSFs and property development – where are we at?

Author(s):  Philip BRODERICK

Materials from this session:

Employment as a tax base

Author(s):  Paul Nghi,  Adam Nicholas

Materials from this session:

Small business CGT concessions

Author(s):  Adrian Bailey

Materials from this session:

Temporary full expensing and loss carry back – what will attract the ATO’s attention

Author(s):  Tim Dyce,  Amy JAMES-VELAGIC

Materials from this session:

So you think they’re a contractor?

Author(s):  Matthew McKEE

Materials from this session:

State taxes for corporates – stamp duty

Author(s):  Matthew CRIDLAND

Materials from this session:

The shift to corporate entities is there still hope for the trust

Author(s):  Annelise Jeromela,  Dung Lam

Materials from this session:

Turnover – what is there to consider?

Author(s):  Vanessa PRIEST

Materials from this session:

Navigating legacy issues in the SMSF minefield – impacts, options and consequences

Author(s):  Leigh Mansell

Materials from this session:

Using rollovers to restructure

Author(s):  Richard Son,  Kaajri Vaughan,  Vanessa Elias

Materials from this session:

Foreign investment review board reforms – what do you need to know?

Author(s):  Peter FEROS,  Geoff Hoffman

Materials from this session:

Transfer pricing in a COVID world

Author(s):  Tim Keeling,  Keith Swan,  Joseph Tranzillo,  Erfan Moharamzadeh

Materials from this session:

Guarantee of a superannuation audit?

Author(s):  Emma Munro

Materials from this session:

Hybrids 101 and where to next?

Author(s):  Amelia Teng

Materials from this session:

Payroll taxes

Author(s):  Andrew Rider

Materials from this session:

Issues with real estate

Author(s):  Scott McGill

Materials from this session:

Further details about this event:

 

Copyright Statement