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Event Date Wed Mar 31 EDT (over 1 year ago)
Location Webinar
Region All

Topics Covered:
• Legal nature of deceased estates
• The various phases of existence for deceased estates
• Key income tax principles relevant to deceased estates
• Overview of the capital gains tax principles relevant to deceased estates
• Tax treatment of minor beneficiaries of deceased estates
• Cross-border issues for deceased estates
• Moving assets around to and from deceased estates: Div 152 and other issues - tax position of related entities
• Stamp duty conundrums in estate planning
• Tax of superannuation death benefits
• Business succession - tax issues in funding the transfer
• Dealing with corporate beneficiary UPEs and Div 7A loans
• Vesting dates in Trusts: CGT risks - Tax problems with life estates
• Taxation of testamentary trusts - splitting and merging testamentary trusts

Benefits and Learning Outcomes
After completion of this seminar attendees will have a comprehensive understanding of:
• The mechanics of the tax legislation which governs the taxation of deceased estates
• The capital gains tax consequences relevant to the administration of deceased estates
• The traps, pitfalls and relevant planning opportunities pertaining to deceased estates


2021 Speaker

Peter Adams, FIPA FFA
Founder & Director, PJA Business Services Limited