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Recorded Webinars

Recorded Webinar: When the Two Certainties in Life come Together: Unbundling The CGT Rollover on Death for Death and Taxes

Upon death, the assets you own form part of your estate. At that time it is important that the Legal Personal Representative is mindful of the tax consequences, particularly if the estate includes “CGT assets”? This session will provide what you need to know, including:
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

Upon death, the assets you own form part of your estate. At that time it is important that the Legal Personal Representative is mindful of the tax consequences, particularly if the estate includes “CGT assets”? This session will provide what you need to know, including:

  • What happens to the capital losses of the deceased?
  • Are there any CGT consequences as at date of death?
  • The tax implications when a deceased’s CGT asset:
  • transfers to the legal personal representative
  • passes to a beneficiary
  • Cost base rules for dwellings
  • Assets bequeathed by a foreign resident to an Australian resident
  • What about if the deceased owned joint assets?
  • Transferring a CGT asset from the LPR to the trustee of a testamentary trust (PSLA 2003/12)
  • What if there is no will?

Presented By

Matthew Burgess
Director, View Legal Australia,

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

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 – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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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