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Estate Planning – tax implications and other considerations video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 20 May 21 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This video covers cover the key estate planning issues and considerations for testators and advisers.

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Estate Planning – tax implications and other considerations
Author(s):  Chanmony Om

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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 .

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