Deceased estates 101

Get up-to-speed on the key issues every tax agent should know about in the taxation of deceased estates, including:

  • The potential liability of an executor or administrator for any outstanding income tax liabilities of the deceased up to the date of death.
  • How those exposures may be mitigated.
  • The three stages of the administration of a deceased estate, and the related tax liabilities of trustees and beneficiaries over this period.
  • The implications of the automatic CGT rollover relief that applies on assets inherited from the deceased other than for a limited range of exceptions.
Attendees will receive the full presentation slide deck and detailed notes, as well as ongoing access to the webinar recording.
 

More information:

   Friday 11 June                   Mark Morris    Slides  
   12:30-1:30pm AEST      Live webinar    Recording 
   1 CPD point      $99 (members) | $132 (standard)        Notes

 

           

Presented by: Mark Morris

Mark Morris is the Senior Tax Counsel at BNR Partners, co-chair of the ATO’s Digital Implementation Group and a member of the ATO's FBT Working Group and Tax Practitioner Stewardship Group. He is also a registered tax agent, practising accountant and has been admitted to practice as a Barrister and Solicitor in the State of Victoria. Mark has more than 36 years’ experience in the tax profession and is a regular speaker and author on tax matters.

When
11/06/2021 12:30 PM - 11/06/2021 1:30 PM
Where
Online, Australia

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