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111502
Recorded Webinars

Recorded Interactive Webinar: Residency Status: The Impact on the Estate Plan

If the residency status of all family members isn’t high on the list of the estate planning points to cover off on, it definitely should be, as the tax implications that can be triggered when a non-resident is involved in a deceased estate's administration can be significant. This
PRESENTED BY Jennifer Dixon Practice Leader, Accredited Specialist Wills & Estates - Moores , Melbourne

Date/Time

About the Webinar

If the residency status of all family members isn’t high on the list of the estate planning points to cover off on, it definitely should be, as the tax implications that can be triggered when a non-resident is involved in a deceased estate's administration can be significant. This session explores some of the issues, including:

  • Why determining tax residency is not always straightforward
  • The tax implications that can arise if the estate plan includes: 
    • a non-resident executor or beneficiary
    • a non-resident trustee of a testamentary trust
    • a deceased person residing overseas with assets in Australia and vice versa 
  • The CGT event K3 tax distortion where the tax burden may fall where not intended to
  • Taxing issues with non-residents receiving capital gains from discretionary, including testamentary, trusts (TD 2022/13) 
  • The process of taxing non-resident distributions from a deceased estate or a testamentary trust
  • Strategies for dealing with non-resident status in the estate plan

Presented By

Jennifer Dixon
Practice Leader, Accredited Specialist Wills & Estates, Moores Melbourne, Vic.

With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas.

Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a Fellow SMSF Association Specialist Advisor / FSSA.

Jennifer is an in demand speaker across Australia to professional audiences in these areas. Over the last eight years, Jennifer has been recognised as a preeminent and leading practitioner in Doyle’s Guide across the two categories of Wills, Estates & Succession Planning and Wills & Estate Litigation:- Preeminent Wills, Estates & Succession Planning Lawyer - Victoria- Leading Wills & Estates Litigation Lawyer - Victoria In addition, Moores was recognised in Victoria as a first tier law firm in both of those categories for the last eight years.

Who Should Attend?

This webinar is suitable for lawyers and accountants practicing in Estate Planning – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD 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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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