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 Recorded Webinar: Border Crossing: Taxing Times for Non-Resident Beneficiaries in the Estate Plan

Date: Friday 15 July 2022
Duration: Approximately 1 Hour

With so many Australians either living outside the country or having broader overseas family connections, a new frontier has opened up for revenue raising by both the Commonwealth government and the states. This session will provide a deep dive into financial considerations in estate planning for trusts and assets with foreign or non-resident owners and beneficiaries, including:

  • An update on relevant federal and State legislation including capital gains tax, stamp duty and land tax liability
  • Tests for determining residency
  • Tips and traps for establishing trusts with non-resident beneficiaries – who should be the trustee?
  • Strategies for minimising liability in distribution of Australian property to non-resident beneficiaries under a will
  • Reviewing and updating trust deeds to manage the rules and minimise impact
  • Where to from here? Practical advice for clients
Recorded Webinars,Estate planning,Recorded Webinar: Border Crossing: Taxing Times for Non-Resident Beneficiaries in the Estate Plan

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney

Paul Evans has over 30 years' experience in providing legal services to private clients, specialising in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration. He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners.

For the past 4 years, Paul has been listed in the Doyles' guides as one of the leading lawyers in the area of Leading Wills, Estates & Succession Planning in NSW.

He is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth and during his time in London he specialised in inheritance tax mitigation.


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.


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.

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

Product Code: WBGJUL22
 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.