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85290
Recorded Webinars
Australian beneficiaries receiving testamentary gifts from overseas testators may not always turn their mind to the potential tax consequences they need to consider. This session reviews the tax treatment of common categories of assets that are bequeathed, including:

Date/Time

About the Webinar

Australian beneficiaries receiving testamentary gifts from overseas testators may not always turn their mind to the potential tax consequences they need to consider. This session reviews the tax treatment of common categories of assets that are bequeathed, including:

  • Pensions and superannuation: are these taxable in Australia?
    • the impact of the pension clause in double tax agreements
  • Shares and units in private companies and trusts: what is the residency position?
    • bringing assets into the Australian net: what are the CGT consequences?
  • Assets held under trust:
    • application of section 99B on distributions - how to identify what amounts are corpus?
    • strategies for keeping a foreign trust outside the Australian tax net

Presented By

Anna Wilson
Barrister, Victorian Bar Melbourne, Vic

Anna acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds.

Anna lectures in the Masters program at Melbourne University, teaching the subject Capital Gains Tax: Problems in Practice.

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 Information

Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 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 April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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]

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