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Dealing with Inherited Property Webinar

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How to minimise tax liabilities and maximise the concessions

Step-by-step guide to calculating capital gains and losses
Understand the concessions that can apply to minimise tax liabilities

A Live Instructor Led Webinar

While many practitioners and clients are familiar with the key concepts that apply when calculating capital gains, applying the CGT discount and main residence exemption rules, a different process needs to be followed when dealing with property that has been inherited through a deceased estate.

Unfortunately, some clients end up paying more tax than they really need to because no one realised how generous the concessions could actually be.

The Dealing with Inherited Property webinar shows you how to minimise tax liabilities and maximise the concessions for clients who inherit property through a deceased estate.

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AU $195 members
AU $235 non-members

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Register Team*

AU $520 members
AU $595 non-members

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Total 1.25 CPD Hours (est.)

Dates & Details

Thursday, 7 November 2024

Time
12:00pm - 1:15pm AEDT
11:30am SA
11:00am QLD
10:30am NT
9:00am WA

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*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

This practical session covers:

What's included?

  • 1 x 1.25 hour webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • The differences when dealing with pre-CGT vs post-CGT properties that pass to beneficiaries of a deceased estate 
  • How to determine whether a full exemption is available on sale 
  • Understanding the complex cost base rules
  • Using the 6-year absence rule for inherited property 
  • Calculating gains and losses under the partial exemption rules 
  • Applying the ATO’s safe harbour concession for inherited property 
  • How the result can be different depending on whether the property is sold by the executor or a beneficiary of the estate, and 
  • Special small business CGT concession rules that can apply to inherited property

Our presenter

Senior Tax Trainer, TaxBanter

Sheoni Dunlop

Sheoni-Dunlop rSheoni started her career in a big four accounting firm, where she developed her skills in corporate and international tax as well as GST, stamp duty, managed investment trusts and superannuation funds.

After leaving the big four, she primarily worked in mid-tier firms providing and managing the provision of advice in respect of both federal and state based taxes to domestic and foreign wealthy individuals, private and public groups and investment funds.

She also worked as a senior tax advisor in a large Australian company, which headed a multinational group. While working as a tax manager and then senior tax manager in mid-tier firms, Sheoni developed training materials and presented training while also being responsible for oversight of training programs.

Sheoni is very passionate about tax education and particularly enjoys helping others understand complex tax issues.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.