Become a member
Renew my membership
Your shopping cart is empty
Sign in to The Tax Institute
Your account will be locked after five failed login attempts. Forgotten your password?
Registration Time: 07:15:00 AM
Member Price: $85.00
Non Member Price: $95.00
CPD hours:1.50
View the event brochure
April Morning Tax ClubThe Tax Institute’s monthly Morning Tax Club is especially tailored to keep you up-to-date on the latest developments in all areas of tax. Our update will bring you up to speed on the latest advances in legislation, cases, rulings and practice and is followed by our special topic which has been expressly designed by experienced tax professionals to help you best advise your SME's and private client groups.Registration: 7.15amSession: 7.30am - 9.00amTopic: Death & TaxesTopic presenter: Dung Lam, CTA, Argyle LawyersAs the saying goes, “nothing is certain but death and taxes”. Although certain, tax upon death is not a simple affair. In this session, Dung Lam will provide guidance from her experience on the following:• The application of the CGT rules upon death, including rollovers and other concessions (e.g. main residence and availability of the small business CGT concessions);• Testamentary trusts as a flexible estate planning and succession tool, and the tax traps and tips in structuring; and• Dealing with the impacts of the non-residency of the deceased or beneficiary.Tax Update presenter: Gillian Tam, Brown Wright Stein
April Morning Tax Club
Registration: 7.15amSession: 7.30am - 9.00amTopic: Death & Taxes
Topic presenter: Dung Lam, CTA, Argyle Lawyers
As the saying goes, “nothing is certain but death and taxes”. Although certain, tax upon death is not a simple affair. In this session, Dung Lam will provide guidance from her experience on the following:
• The application of the CGT rules upon death, including rollovers and other concessions (e.g. main residence and availability of the small business CGT concessions);• Testamentary trusts as a flexible estate planning and succession tool, and the tax traps and tips in structuring; and• Dealing with the impacts of the non-residency of the deceased or beneficiary.
Tax Update presenter: Gillian Tam, Brown Wright Stein