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Recorded Webinars

Recorded Webinar: Death and State Taxes – Managing Tax Risk on Testamentary Distributions

Business owners need a succession plan for their business addressing tax risk, particularly when transferring shares in a business by will. Stamp duty and other tax implications can arise. This session looks at the issues, including: What types of transfer
PRESENTED BY Andrew Rider Barrister - Level 22 Chambers , Sydney

Date/Time

About the Webinar

Business owners need a succession plan for their business addressing tax risk, particularly when transferring shares in a business by will. Stamp duty and other tax implications can arise. This session looks at the issues, including:

  • What types of transfers involving trusts are dutiable? – Victoria, NSW and Queensland
  • Trust acquisition and surrender red flags – a state comparison
  • What exemptions apply for stamp duty on trust distributions? – a state comparison
  • Family trust transfers – do they qualify for exemption?
  • Identifying stamp duty risk in trusts structures
  • Case report – lessons from Tay v Commissioner for State Revenue [2017] NSWSC 338
  • When is share transfer a distribution from estate and exempt?
  • When will share transfer from will attract duty?
  • Importance of succession plans for inheritance of shares in will
  • Risk associated with ‘other’ arrangements on shares from will
  • Case studies – structuring testamentary trusts with state taxes in mind

Presented By

Andrew Rider
Barrister, Level 22 Chambers Sydney, NSW

Andrew Rider is recognised in Doyle’s Guide as a leading Australian tax barrister specialising in tax litigation and dispute resolution.

Andrew also advises on Australia-wide taxes, including stamp duties, land tax and payroll tax.

Prior to coming to the Bar, Andrew was an Associate to Justice Michael Kirby and solicitor.

Andrew lectures in taxation law at the University of Sydney Law School, judges mooting competitions for the University of NSW and previously lectured in taxation law at the University of Technology, Sydney.

Andrew authors the national stamp duty section of the leading online service “Practical Guidance - Property Law” and edits the leading stamp duty publication “Australian Stamp Duties Law”.

Andrew is a Chartered Tax Adviser and examiner with The Tax Institute and member of The Tax Institute/Revenue NSW Liaison Committee and Dispute Resolution Technical Committee. Andrew is also a member of the NCAT Revenue List Consultative Forum.

Who Should Attend?

This webinar is suitable for lawyers and accountants advising on stamp duty– 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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