Recorded Webinar: Structuring the Estate Plan: The Tax Implications
Date/Time
About the Webinar
Tax risk is the key consideration in estate planning. This session looks at when red flags arise in tax risk and minimization strategies when structuring your estate plan. It includes:
- Minimizing tax payable by estate – an overview
- Developing an investment structure to hold assets for future tax minimization
- Understanding how a will provides opportunities for tax planning
- Minimizing CGT on disposal of deceased assets
- Understanding tax implications if super passes to non-dependent beneficiaries
- When stamp duty and land tax surcharges may apply on dispositions
- Stamp duty on transfer issue or redemption of units in a unit trust or company shares
- Tax issues when assets are left to foreign residents or non-deductible gift recipients
- Strategies to minimize future income tax payable by beneficiaries
Presented By
![](https://tved-media.s3.ap-southeast-2.amazonaws.com/s3fs-public/styles/presenters/public/download/image/Cohen%2C%20Sophie.jpg?itok=29R9Vts1)
Sophie Cohen
Loch LegalWho Should Attend?
This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. 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. FASEA – category “Technical Competence” – 1 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 April 1 st 2021, due to the new 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]