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Recorded Webinars

Recorded Webinar: Tax Characteristics of Asset Classes in the Testamentary Trust

Each type of asset that can be held as part of an estate has its own individual considerations that must be taken into account. This session explores a number of common asset classes and the specific tax issues that arise, including: Shares:
PRESENTED BY Adrian Bailey Principal - Cleary Hoare , Sydney

Date/Time

About the Webinar

Each type of asset that can be held as part of an estate has its own individual considerations that must be taken into account. This session explores a number of common asset classes and the specific tax issues that arise, including:

  • Shares:
    • preconditions for passing through franking credits to the beneficiaries and dealing with family trust elections

    • relying on the exception to the same business test - what happens if shares are gifted into a pre-existing testamentary trust? PBR 1051404949572

  • Superannuation:

    • using a super proceeds trust

    • what if the super proceeds are paid directly into the estate?

  • Land:

    • state taxes implications - ensuring no non-resident beneficiaries

    • managing PPR versus non-PPR property

Presented By

Adrian Bailey
Principal, Cleary Hoare Sydney, NSW

Adrian lives in Sydney and is the Managing Principal of Cleary Hoare. He joined Cleary Hoare in 2007 and became a Principal in 2011.

Adrian holds a Masters of Taxation and is a Chartered Tax Adviser with the Taxation Institute of Australia. He has had involvement with a number of committees for the Taxation Institute of Australia, NSW Law Society Revenue Committee as well as the Board of Taxation small business working group in relation to tax reform. He regularly gives presentations directly to clients, accountants, financial planners and lawyers on all areas of the law that Cleary Hoare practice in and is a preferred speaker for CPA Australia.

Adrian particularly enjoys working in structuring client's and dealing with their estate & succession planning as well as commercial law issues.

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.

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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