Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator Marcus Armstrong will be your main point of contact, marcus@platinumpeople.com.au.
Note: This event is for Advisors only.
Registration closes at 4pm on the day before each monthly Advisor Connect Meeting.
This month's topic: Complexities of Trusts & Estates
This session will focus on the personal contingent tax liabilities of executors (and the step-by-step process of executors dispensing their numerous tax responsibilities including the lodgement of the deceased’s final return and subsequent estate returns. The presentation will also address several fundamental tax issues from an estate perspective such as the implications of capital gains tax rollover relief, the distribution of superannuation death benefits and the application of the present entitlement rules of beneficiaries from a trust. This session leverages Ian’s unique specialist insights into estate taxation from estate taxation work across Australia with listed ASX trustee companies, solicitors, barristers and in accepting orders from the Supreme Court.
Key Takeaways:
- What are the foundational estate tax issues advisers need to be across for deceased estates
- What is your role as an adviser when acting as a personal executor for an estate
- Explore the income tax legislative environment of deceased estates and responsibilities of Legal Personal Representative (LPR)
- What are estate tax implications of CGT rollover relief, Superannuation death benefits, trust beneficiaries, estate income and who is responsible for tax
About our Speaker: Ian Raspin, BNR Partners
Ian is the Managing Director of BNR Partners and is recognised both nationally and internationally on Australian estate taxation matters. He is a current sitting member of CPA Australia Taxation Centre of Excellence, sits on the Planning Advisory Committee for the College of Law, and immediate past Chair of the Society of Trust and Estate Practitioners Australia Limited.
Ian is a fellow of both CPA Australia and of Chartered Accountants Australia and New Zealand. He is also a Certified Tax Advisor of the Taxation Institute of Australia, a registered Practitioner of the Society of Trusts and Estate Practitioners and a graduate member of the Australian Institute of Company Directors. He is a published author on estate taxation matter and regularly provides in-house training sessions for legal firms and trustee companies. He also consults with professional bodies, regulators, and the private sector on estate taxation issues.
We look forward to seeing you there.
This is a hybrid event. If you are unable to attend in person and would like to join the meeting via video, please email Sarah Herft for the hybrid link, sherft@familybusiness.org.au.
Note: This event is for Advisors only.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
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