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Disclaimer
These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.
Document Type
Publication
Pages
234
Published
September 18, 2020
Notes Online Home 2019 Deceased Estates
This publication, as a whole, is available in HARDCOPY only.
These seminar notes cover the following topics:
- Administration issues for deceased estates
- Dealing with a deceased person’s income tax affairs
- The NTAA guide to CGT and death
- Specialist tax issues for deceased estates
- Advanced NTAA guide to superannuation planning and death
- Planning with testamentary trusts
- Passing on control of family entities
- Customising a Will to meet the client’s needs