shopping_cart

Your shopping cart is empty

The tax professional, the executor & the testamentary trust

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 04 Dec 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the role of the “trusted advisor”
  • motivation of the various parties
  • pro’s, con’s and risks of accepting a role
  • intergenerational change
  • potential alternatives.

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 Rottnest Tax Retreat .

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

Individual sessions

Ending trusts; tax and other issues

Author(s):  Grahame Young

Materials from this session:

The tax professional, the executor & the testamentary trust

Author(s):  Loreena Gillon

Materials from this session:

Further details about this event:

 

Copyright Statement