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Recorded Webinars

Recorded Webinar: The Ins and Outs of Taxation on Death

Although Australia does not have an inheritance tax or death duties, death may still have tax consequences for the estate and beneficiaries. This session provides an overview of Division 128 of the 1997 Act and how it applies to CGT assets held by the testator on death, including
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

Although Australia does not have an inheritance tax or death duties, death may still have tax consequences for the estate and beneficiaries. This session provides an overview of Division 128 of the 1997 Act and how it applies to CGT assets held by the testator on death, including consideration of:

  • What kind of CGT events can be triggered by death?

  • The main residence exemption and death

  • What are the exceptions to the general rule that a capital gain or loss on death is disregarded?

  • What are the CGT consequences of an asset passing to the executor and then to a beneficiary?

  • How is the trustee of a testamentary trust treated: the ATO position in PSLA 2003/12

  • Timing of the transfer of estate assets for CGT purposes

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.

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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