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Workshop: Exploration of present day issues through case studies 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 22 Nov 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • unpaid present entitlements
  • CGT issues
  • estate and succession planning
  • dealing with the UPE in the will.

 

Author profile

Daniel Smedley CTA
Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026
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This was presented at Division 7A Day .

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

Individual sessions

Issues when dealing with loans and unpaid present entitlements

Author(s):  Daniel SMEDLEY

Materials from this session:

Restructuring and Division 7A

Author(s):  Arthur ATHANASIOU

Materials from this session:

Division 7A – Addressing some obscure provisions

Author(s):  Arthur ATHANASIOU

Materials from this session:

Workshop: Exploration of present day issues through case studies

Author(s):  Daniel SMEDLEY

Materials from this session:

Further details about this event:

 

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