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February Essential Tax Session #1 | Deceased Estates - Income Tax, CGT and current topics

Wednesday, 20 February 2019 - 8:00 AM to
Wednesday, 20 February 2019 - 9:30 AM
Nexia Edwards Marshall, Level 3, 153 Flinders Street, Adelaide, SA Australia
     

Registration Time: 07:45:00 AM

Member Price: $80.00

Non Member Price: $95.00

CPD hours:1.50

This session will take a closer look at some of the more common practical tax problems advisers face in the administration of a deceased estate, including:

  • Tax consequences of death
  • Two-year window in the CGT rules post-death, small business CGT and main residence exemption actions which may be tax-effective
  • Tracking income paid to beneficiaries during the administration period
  • Determining when beneficiaries are presently entitled
  • Income splitting in the final year of administration

Presenter

Nick Wilkins, CTA, Nexia Edwards Marshall
Nick Wilkins, CTA, is a Partner at Edwards Marshall and has over 25 years' experience in the provision of taxation, accounting and business services with his areas of specialty including CGT, deceased estates and SMEs.

Chairperson

Raoul Stevenson, CTA, Nexia Edwards Marshall
Raoul Stevenson, CTA, is a Senior Manager of the Fringe Benefits Tax (FBT) team at Nexia Edwards Marshall. Raoul provides valuable expertise to both the firm and its clients, including schools where he has hosted FBT presentations. His knowledge has helped clients and their staff optimise the benefits of salary sacrifice arrangements.