Tax & Deceased Estates Webinar 

A step-by-step guide on the tax issues & solutions
Thursday 14 November 2019

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The practical tax issues
Who pays the tax and what rate applies
CGT issues for estate assets

When a client dies this sets in motion a whole series of events and tax issues that someone will need to deal with – often the accountant is heavily involved in this process.

We step you through the practical issues faced by practitioners assisting clients with the administration of a deceased estate or preparing the tax return for a deceased individual, their estate, or their beneficiaries.

Who should attend?

All accountants especially those in a client advisory role or dealing with estate planning issues.

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What we cover

The focus of this webinar is on the unique tax issues that arise in the context of deceased estates with special attention on the application of the CGT provisions, including:

  • How to deal with income derived from assets of the estate
  • The tax treatment of superannuation death benefits and other common payments
  • When the main residence exemption can be used to provide a full or partial exemption on the sale of property, including some rental properties
  • When the small business CGT concessions can be applied by an executor or the beneficiaries of a deceased estate following the death of the original business owner
  • Whether the death of an individual impacts on the pre-CGT status of assets held by a company or trust
  • What to do with income in the year in which the administration of the estate is completed
  • CGT problem areas
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Our Presenter

Michael Carruthers

Tax Director, Knowledge Shop

Michael oversees the development of the tax team for Knowledge Shop and Hayes Knight in Sydney and is head of the Hayes Knight group’s national tax committee.

Michael has a knack for seeing through the complexity and helping practitioners work through highly technical issues with certainty and accuracy

Michael is a member of the advisory panel for the Board of Taxation and is a member of the reference group for the Board’s review of small business concessions. He was also an expert panel member for the Board’s review of tax impediments facing small business.

Michael Carruthers
Michael Carruthers
Tax Director, Knowledge Shop

Thursday 14 November 2019

12:00pm - 1:15pm AEDT in ACT, NSW, TAS & VIC
11:30am SA | 11:00am QLD | 10:30am NT | 10:00am WA

Members

  • $195 Individual access
  • $350 Office access*
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Non-Members

  • $235 Individual access
  • $390 Office access*
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Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).