Miscellaneous 2018

Elder accounting

Source: Western Australia

Published Date: 16 Oct 2018

 

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This paper covers:

  • planning for incapacity or death
  • control of the assets
  • joint tenants vs. tenants in common
  • deceased estates and the distribution of assets
  • equalisation/adjustment clauses
  • capital gains tax
  • CGT and the non-resident beneficiary .
  • losses " capital and revenue
  • deceased estates and the 45 day holding rule
  • family provision claims
  • companies
  • Division 7A Issues
  • discretionary testamentary trusts
  • court-authorised wills.

Individual Session

Elder accounting

Author(s): Loreena Gillon
Materials from this session:

Details

  • Published By: Loreena Gillon
  • Published On:16 Oct 2018
  • Took place at:Crown Perth, Burswood

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2018

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