Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
103560
Recorded Webinars

Recorded Webinar: One Certainty in Life is Death – Taxes May Have a Little Give

Whilst the saying, “the two certainties in life are death and taxes”, is still as relevant as ever, the Tax Act does at least provide a bit of leeway on the second one. This session explores the various exemptions and concessions available when it comes to tax and deceased estates
PRESENTED BY Neil Brydges Principal Lawyer - Sladen Legal , Melbourne

Date/Time

About the Webinar

Whilst the saying, “the two certainties in life are death and taxes”, is still as relevant as ever, the Tax Act does at least provide a bit of leeway on the second one. This session explores the various exemptions and concessions available when it comes to tax and deceased estates, including:

  • Division 128 and the passing of CGT assets from the deceased to LPRs and beneficiaries, including testamentary trusts (TTs) (PS LA 2003/12)
  • The requirements for the CGT exemption to apply for dwellings, including:
    • the application of the rules for a surviving joint tenant
    • situations where the dwelling is income producing post death (TD 1999/70)
    • how the rules apply to rights of occupancy
  • How the 50% 12 month discount rule applies to deceased estates
  • Can the small business CGT concessions be used in a deceased estate?

 

*** Early Bird Registration Offer for August Webinars ***

The full price registration fee for this webinar is $269.50.  If you register by 30/6/24 you will pay only $198.

Presented By

Neil Brydges
Principal Lawyer, Sladen Legal Melbourne, Vic

Neil is a Principal Lawyer in Sladen Legal’s tax group. Neil practises in all areas of direct and indirect tax with a particular focus on the taxation of trusts, deceased estates, income and capital gains tax, and Division 7A.

Neil has also advised extensively on cross border taxation issues and the implications of transactions and dealings in the development of property. Using his technical tax knowledge, Neil works with clients to obtain commercial and practical outcomes. He has particular experience in dealing with the Australian Taxation Office on complex tax issues in a dispute resolution context.

Neil is a keen and active member of the tax community. As well as presenting on tax topics at various sessions, he has authored and co-authored several published articles, papers, and bulletins. Neil is a member of the Tax Committee of the Law Council of Australia, an Accredited Specialist in Taxation Law and is a member of the Tax & Revenue Law Committee with the Law Institute of Victoria and a Chartered Tax Advisor and member of the Dispute Resolution Technical Committees with The Tax Institute.

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.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

Go to top