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Recorded Webinars

Recorded Webinar: Estate Planning and Property Holdings - Achieving Optimal Tax Outcomes

Although death and taxes are the main certainties in life, there are ways to structure property holdings and transfer for maximum benefit after death, as well as take steps to manage disputes over an inheritance to achieve better outcomes for the parties involved. This session lo
PRESENTED BY Andrea Carrick Director, SMSF Specialist Advisor - AG Tax Lawyers , Melbourne

Date/Time

About the Webinar

Although death and taxes are the main certainties in life, there are ways to structure property holdings and transfer for maximum benefit after death, as well as take steps to manage disputes over an inheritance to achieve better outcomes for the parties involved. This session looks at a number of ways to achieve family harmony and at the same time legitimately hold back some of the estate funds from government coffers. Topics covered include:

  • The use of a testamentary trust – the pros and cons
  • Who has control of the trust?
  • Stamp duty and capital gains tax on the transfer of assets into a testamentary trust – what are the rules?
  • Distribution of income from property assets – tax treatment
  • Trust winding up and sale of assets – tax and duty implications
  • Real estate in a SMSF – binding death benefits and potential taxation liability
  • Real property transferred under the terms of a will – capital gains tax liability
  • Will disputes – factoring in tax implications into mediation and settlement outcomes
  • Deeds of family arrangement – applicable duty under the Duties Act 1997
  • The benefit of a partition under section 30 of the Duties Act 1997 over a deed of family arrangement

Presented By

Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic

Andrea has over 18 years of experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Andrea also has a wealth of experience liaising and negotiating with the ATO and Revenue Offices on behalf of clients in audits, investigations, objections and private ruling applications.

Andrea has a keen focus on superannuation, particularly in respect of SMSFs. She has extensive experience advising SMSF trustees and their advisers in regulatory and compliance matters and maximising opportunities for members with the intersection of the Small Business CGT Concessions and Superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible.

Andrea is a regular presenter for the TEN The Education Network, Legalwise Seminars and CPA tax discussion groups.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in estate planning matters and property law matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. Lawyers can claim up to 1 CPD unit/point – substantive law .

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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