First Annual Death and Taxes Conference eBook

When a client dies, the tax issues don’t go away — they multiply. TEN The Education Network’s First Annual Death and Taxes Conference brings lawyers and accountants together for a practical, two-day deep dive into what really happens when wealth transfers across estates, trusts, companies and SMSFs. From CGT and the small business concessions to trust control, Division 7A, related-party loans, property structures and dispute fallout, this conference cuts through the complexity and shows you how to manage the risks.

Packed with real examples, expert insights and step-by-step guidance, you’ll learn how to preserve value, avoid unexpected tax exposures and steer executors through their growing compliance obligations. If you advise on estates, business structures or tax strategy, this is the one event that will sharpen your thinking, and your client outcomes.

Day 1 - Thursday 7 May 2026

Morning theme: Passing Wealth, Preserving Value  

• Following the CGT Trail: What Really Happens to Assets After Death
• Death and the Small Business CGT Concessions: Keeping the Benefits Alive
• What Happens When the Key Person Dies in a Trust, Company or Partnership

Afternoon theme: Trusts, Control and Anti-avoidance

• Passing the Baton: Tax Risks When Control of a Trust Changes Hands
• Section 100A Meets the Will: How Safe Are Testamentary Trust Tax Benefits?
• The Death of a Trust: Vesting, Wind-Up and the Final Tax Reckoning

Day 2 - Friday 8 May 2026

Theme: Administering the Taxable Estate

• Related Party Loans After Death: The Hidden Tax Traps
• Home Truths: Navigating Tax and Estate Planning for the Family Residence
• When Estate Plans Go Pear-Shaped: Managing the Tax Fallout
• The Executor’s Tax Toolbox: Managing Compliance from Death to Distribution