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Recorded Webinars

Recorded Webinar: Life and Remainder Interests in Property and the CGT Taxing Points

An estate plan may involve making sure a loved one has a roof over their head or sufficient income to see out the remainder of their days, before remainder beneficiaries share in the estate. Such arrangements can result in some complex CGT issues. This session aims to make you awa
PRESENTED BY Ben Wilson Partner - CCK Lawyers , Adelaide

Date/Time

About the Webinar

An estate plan may involve making sure a loved one has a roof over their head or sufficient income to see out the remainder of their days, before remainder beneficiaries share in the estate. Such arrangements can result in some complex CGT issues. This session aims to make you aware of the issues by a review of TR 2006/14, including:

  • The difference between equitable interests in property and legal interests
  • What are the CGT consequences of granting a lifetime right to reside in property?
  • What if a deed of arrangement is entered into to vary the terms of the will?
  • The CGT consequences when a life interest owner dies
  • The CGT consequences if the life interest and remainder owners want the arrangement to end early
  • The effect on the CGT main residence exemption
  • Granny flats - how the current rules apply
  • Case studies

Presented By

Ben Wilson
Partner, CCK Lawyers Adelaide, SA

 

Ben was admitted to practice in 2001. He was appointed a partner in 2008. Ben is an excellent lawyer, highly regarded in tax circles, a former South Australian state chair of the Tax Institute and a consummate adviser on private wealth and estate planning.

Ben has a wide range of experience in corporate and commercial transactions, with a particular focus on taxation and revenue. Ben is an experienced tax adviser and advises clients on estate planning and business succession planning issues. He also acts for executors of wealthy and complex deceased estates and advises on the difficult taxation and administration issues that arise in such estates.

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 1 CPD hour. Lawyers can claim 1 CPD unit/point – substantive law.

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]

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