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Recorded Webinars

Recorded Interactive Webinar: The Executor's Tax Toolbox: Managing Compliance from Death to Distribution

Acting as executor now demands as much tax knowledge as legal insight. This practical close-out session maps every key obligation from date of death to final distribution, helping advisers manage estates confidently and efficiently. This session covers: Lodging the deceased’s f
PRESENTED BY Lauren Howes Special Counsel, AccS(Wills&Estates) - Turner Freeman Lawyers , Wollongong

Date/Time

About the Webinar

Acting as executor now demands as much tax knowledge as legal insight. This practical close-out session maps every key obligation from date of death to final distribution, helping advisers manage estates confidently and efficiently. This session covers:

  • Lodging the deceased’s final and estate tax returns correctly
  • Applying two-year and six-year timing rules for CGT relief
  • Withholding and reporting for non-resident beneficiaries
  • Sequencing income and capital distributions for best outcomes
  • Practical checklists and templates for compliant estate administration

Presented By

Lauren Howes
Special Counsel, AccS(Wills&Estates), Turner Freeman Lawyers Wollongong, NSW

Lauren Howes is a Special Counsel at Turner Freeman Lawyers and a NSW Accredited Specialist in Wills and Estates.

She holds a Master of Laws in Commercial Law, along with degrees in Law and Medical Science.

Lauren has more than a decade of experience in wills and estates and property law, including complex estate litigation, administration, and planning.

She has worked with charities, high net worth individuals, and government organisations, and is a past President of the Shoalhaven and District Regional Law Society, as well as an active member of the NSW Law Society.

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 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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