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 Live Webinar: The Tax Aspects of the Executor's Role (and the Impatient Beneficiary)

Date: Wednesday 18th January 2023
Vic, NSW, ACT, Tas: 1pm to 2pm
Qld: 12pm to 1pm
SA:  12.30pm to 1.30pm
NT:  11.30am to 12.30pm
WA: 10am to 11am

 ABOUT THE WEBINAR
Acting as an executor of a deceased estate is not without its challenges. Time limits, complex tax matters to address and the various personalities benefitting from the legacy can significantly increase the stress levels for most. This session focuses on the tax related aspects of the executor role, and provides an understanding of why the process requires a certain amount of time and patience, including:

  • The time limits an executor should be mindful of
  • How to access a deceased person’s tax and super data
  • The tax obligations of executors and beneficiaries during the various stages of administration of a deceased estate (IT 2622)
  • What are the executor obligations if the deceased:
    • operated a business as a sole trader?
    • was a partner in a business?
  • Action to take if further assets are identified that haven’t had their tax implications disclosed in previous income tax returns
  • When can the executor be personally liable for outstanding tax liabilities of the deceased or their estate? (PCG 2018/4)
  • A checklist to cover ATO interaction, notifications and lodgements required
  • Practical examples of providing for tax liabilities, including:
    • when a beneficiary is a non-resident
    • when a super death benefit is received
 PRESENTER
Live Webinars,Estate planning,Live Webinar: The Tax Aspects of the Executor

Kimberley Barnes, Senior Solicitor, Cleary Hoare, Brisbane, Qld

Kimberley joined Cleary Hoare in early 2019, and is based in their Brisbane office. She completed her Bachelor of Laws and Bachelor of Commerce (Accounting) at Griffith University and was admitted as a solicitor in May 2016.

Kimberley is a senior solicitor who specialises in the areas of commercial, taxation, succession planning and asset protection for individuals, trusts and companies.

As a dedicated solicitor, she has honed her skills to build a strong client rapport from the get-go and has developed excellent stakeholder relations both within and external to the firm. Kimberley has a passion for going the extra mile for her clients and prides herself on ensuring all T's are crossed and I's are dotted before wrapping up any project.

 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 CERTIFICATE

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. 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.

 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: lisa@tved.net.au



© Television Education Network Pty Ltd 2022

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.

At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: LBBJAN23
 Price:   $269.50 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.