Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
100866
Recorded Webinars

Recorded Webinar: Death and Taxes: Counting the Cost on the Estate Plan

Death is an inevitable and profound event that affects every individual, and it brings with it a multitude of legal and financial implications. Among these complexities, the taxation of assets and income left behind in a deceased person's estate stands as a significant and often b
PRESENTED BY Kimberley Barnes Senior Associate - McInnes Wilson , Brisbane

Date/Time

About the Webinar

Death is an inevitable and profound event that affects every individual, and it brings with it a multitude of legal and financial implications. Among these complexities, the taxation of assets and income left behind in a deceased person's estate stands as a significant and often bewildering challenge. This session is designed to assist you in understanding the deceased estate taxing regime, including:

  • How the tax rates differ in the first three years of deceased estate returns
  • The taxing of a deceased estate as it passes through the various stages of administration (IT 2622), including:
    • the taxing of interim distributions
    • how to calculate tax payable in the estate’s final year of administration
  • The tax treatment of CGT assets of a deceased person that:
    • devolve to the LPR
    • pass to beneficiaries
    • are sold to beneficiaries
  • How the tax rates apply to a deceased estate if the LPR is a non resident
  • Why the ownership structure prior to death as either a joint tenant or tenant in common matters
  • Can the CGT small business concessions apply to assets sold by the LPR?
  • The taxing of super death benefits paid to the LPR
  • Practical examples

Presented By

Kimberley Barnes
Senior Associate, McInnes Wilson Brisbane, QLD

Kimberly completed her Bachelor of Laws and Bachelor of Commerce (Accounting) at Griffith University and was admitted as a solicitor in May 2016.

Kimberley specialises in the areas of commercial, taxation, succession planning and asset protection for individuals, trusts and companies.

As a dedicated solicitor, she has honed her skills to build a strong client rapport from the get-go and has developed excellent stakeholder relations both within and external to the firm. Kimberley has a passion for going the extra mile for her clients and prides herself on ensuring all T's are crossed and I's are dotted before wrapping up any project.

By using initiative, out of the box solutions and the ability to uniquely assess situations, Kimberley is able to provide end-to-end solutions for her clients in a timely, deadline focused manner.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in taxation 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. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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]

Go to top