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Will we or won’t we? Heaven can’t wait 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 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the estate plan
  • asset & liabilities of the estate
  • family trusts
  • family companies
  • intestacy
  • marriage and divorce
  • Family Provision Act
  • powers of attorney and living wills
  • income tax and death.

Author profile

Dudley Elliott CTA
Dudley is a Director with Trove Advisory Group. He has over 30 years’ experience in advising businesses on taxation issues, structuring, financing and exit strategies. Dudley commenced his career in the early 1980’s in banking, before moving into public accounting in 1988 firstly with BDO and then later with to Deloitte where he became a partner in 1999. In 2007, Dudley left Deloitte to establish his own practice advising clients and other practices. This has evolved into Trove Advisory Group which operates from Subiaco. Dudley is a recognised taxation specialist, he holds a Masters of Taxation and is a Chartered Accountant. He is a Chartered Tax Advisor and a Senior Fellow of FINSIA. - Current at 24 September 2020
Click here to expand/collapse more articles by Dudley Elliott.

 

This was presented at Estate Planning Day .

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

Individual sessions

Case law and practical issues relating to enduring powers of attorney and enduring powers of guardianship

Author(s):  Sally BRUCE

Materials from this session:

Will we or won’t we? Heaven can’t wait: An accountant’s perspective on estate planning and sundry estate taxation matters

Author(s):  Dudley Elliott

Materials from this session:

Limited and special grants of probate and administration

Author(s):  Richard Williams

Materials from this session:

Disputes involving the construction of wills

Author(s):  Richard Williams

Materials from this session:

Further details about this event:

 

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