Kate joined the Cleary Hoare team in October 2017 and is based in our Sydney office. She recently completed a combined Bachelor of Laws (Honours) / Bachelor of Commerce (Accounting) at the University of Notre Dame Australia and was admitted as a Solicitor in New South Wales in 2019. Kate has a strong interest in taxation law, having written her Honours thesis on the recently introduced diverted profits tax. During her time at Cleary Hoare, Kate has enjoyed tackling a wide range of complex taxation issues. In her spare time, Kate enjoys singing, attending sporting matches and cooking up a storm.
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Live Webinars
Live Webinar: Deceased Estates and Testamentary Trusts – Navigating the Tax Issues
The taxing principles of deceased estates and testamentary trusts (TTs) follow some of the guidelines that apply to other trusts. However, they also have their own quirks and complexities that practitioners need to be aware of. This session explores some of the issues that arise i
PRESENTED BY
Kate Chalker
Associate -
Cleary Hoare Solicitors
, Sydney
Date/Time
Tuesday 21st January 2025
Vic, NSW, ACT, Tas: 11am to 12pm
Qld: 10am to 11am
SA: 10.30am to 11.30am
NT: 9.30am to 10.30am
WA: 8am to 9am
About the Webinar
The taxing principles of deceased estates and testamentary trusts (TTs) follow some of the guidelines that apply to other trusts. However, they also have their own quirks and complexities that practitioners need to be aware of. This session explores some of the issues that arise in practice when dealing with a deceased estate’s or a TT’s tax obligations, including:
- The tax differences between a deceased estate and a TT
- Who pays the tax – executor, trustee or beneficiary?
- The taxing issues relating to the deceased’s main residence
- The tax difference where an asset “passes” to a beneficiary in accordance with a will, or is transferred under a “power of sale”
- Tax issues with:
- introducing assets unrelated to the deceased person into a TT
- a TT borrowing to acquire assets
- Tax issues to address when:
- the deceased is a resident however the executor, trustee or a beneficiary resides overseas
- an inheritance is received from overseas (Sec. 99B ITAA 1936)
- Practical examples
Presented By
Kate Chalker
Associate, Cleary Hoare Solicitors Sydney, NSWWho Should Attend?
This webinar is suitable for accountants advising in taxation matters – Australia wide. 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 hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.
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]