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Recorded Webinars

Recorded Webinar: Tax Obligations of Executors and Other Legal Personal Representatives

An executor of a deceased estate has tax obligations which can lead to personal liability if the executor is not careful. This session identifies the key issues that executors and LPRs need to be aware of, including: The ATO guidance in PCG 20
PRESENTED BY Craig Spink Principal - Spink Legal , Brisbane

Date/Time

About the Webinar

An executor of a deceased estate has tax obligations which can lead to personal liability if the executor is not careful. This session identifies the key issues that executors and LPRs need to be aware of, including:

  • The ATO guidance in PCG 2018/4 Income tax - liability of a legal personal representative of a deceased person:

    • what constitutes a ‘smaller and less complex estate’ covered by the guidance?

    • when does a legal personal representative have notice of a claim by the ATO?

  • What about executors of other estates?

    • Section 99 assessments - amendment periods

    • balancing beneficiaries’ desire for distributions with executor’s personal liability - tips for managing

  • Lessons for the estate planner: cleaning up entities before testator’s death

Presented By

Craig Spink
Principal, Spink Legal Brisbane, QLD

Craig has been an estate and commercial lawyer for over 15 years including 6 years as Principal of Spink Legal. Craig’s practice focusses on estate planning, administration and litigation, Court proceedings including will interpretation actions, preparation of commercial agreements including shareholder agreements and business succession agreements for professional practices.

In addition to his role as Principal of Spink Legal, Craig is the Managing Director of Invaulta, a Brisbane based software company providing an online safe custody solution for lawyers and their clients.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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