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Recorded Webinars

Recorded Webinar: Prevention is Better than Cure: Tackling Tax in the Estate Plan

Cases are on the increase for disputes regarding deceased estate and superannuation fund beneficiaries. The disputes can be costly, dissipate funds and lead to unwanted tax consequences. This session covers what can go wrong and where preventative tax planning can help, including
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

Cases are on the increase for disputes regarding deceased estate and superannuation fund beneficiaries. The disputes can be costly, dissipate funds and lead to unwanted tax consequences. This session covers what can go wrong and where preventative tax planning can help, including:

  • Planning for tax effective distributions from an estate
  • Factoring income tax into entitlements:
  • beneficiaries receiving assets of same value with different contingent tax liabilities (ie. a main residence to beneficiary 1 and an investment property to beneficiary 2)
  • superannuation death benefits and tax applicable depending on status of recipient
  • tax equalization clauses in a will
  • Passing control of trusts and SMSFs’
  • Second spouse issues that may arise
  • Pre death manoeuvring for parents wanting to see benefits before they die or nervous about will being challenged:
  • moving assets pre death
  • tax issues and making use of CGT rollovers
  • Moving wealth out of non estate assets into assets that will form part of the estate:
  • dealing with the tax consequences
  • “Angel of Death” strategy
  • non estate assets ultimately ending up in a testamentary trust
  • Where does part IVA stand in relation to estate planning strategies?

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 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. 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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