Hilton Brisbane
Hilton Brisbane, 190 Elizabeth St, Brisbane City QLD 4000, Australia

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Event Date Thu Aug 19 AEST - Fri Aug 20 AEST (2 months ago)
In your timezone (EDT): Wed Aug 18 3:30pm - Fri Aug 20 5:30am
Location Hilton Brisbane
190 Elizabeth St, Brisbane City QLD 4000, Australia
Region APAC

The Tax Institute is proud to facilitate a broad range of industry events and networking opportunities across Australia each year. Participating in our events can deliver CPD points towards Tax, Accounting and Legal qualifications, with significant discounts for Tax Institute members. Hear the latest updates in tax, connect with peers and join the conversation today.

Now in it's fifth year and held in a hybrid format for the first time, The Tax Institute's Death... & Taxes Conference is unquestionably the leading estate taxation event in the country and a “must” for all tax and legal practitioners involved in succession planning and estate administration.

At this year’s jam-packed conference, industry experts will share their expertise on an amazing line-up of topics, including about the administration process for an estate of a person who operated a business during their lifetime, navigation of division 6 in an estate context, administering an SMSF on death, a dive into the re-emerging provisions of 99B and 100A, as well as a session dedicated to actual stories from the trenches and a special virtual case study streamed life from the US on the treatment of US assets and how residency issues impact US estate taxes.

With the client bases of many practitioners ageing, the complexities of asset holdings and family arrangements increasing, and the highest ever intergenerational wealth transfers now occurring, practitioners need to invest time in developing an understanding of the taxation of deceased estates. This is an emerging market and opportunity for many, but equally one that has seen an unprecedented growth in litigation. It therefore presents risks and tax nuances that practitioners must manage and be alert to.


2021 Speakers

Michael Butler, CTA
Tax and Revenue Partner, Finlaysons

Neal Dallas, CTA
Principal, McInnes Wilson Lawyers

Justin Byrne, CTA
Queensland Bar

Julie Van der Velde, CTA
Principal, VdV Legal

Robyn Jacobson , CTA
Senior Advocate, The Tax Institute

Prue Poole
Principal, McInnes Wilson

Linda Farmer , CTA
Associate Director, Grant Thornton

Nathan Yii , CTA
Board Member - Education Quality Assurance Board, The Tax Institute

Marsha Laine Dungog
Partner, Withers Bergman LLC

Lyn Freshwater
BNR Partners Pty Ltd

Sponsors & Partners

2021 Sponsor

• STEP Australia