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April Morning Tax Club 2020

Tuesday, 7 April 2020 - 7:30 AM to
Tuesday, 7 April 2020 - 9:00 AM

Registration Time: 07:15:00 AM

Member Price: $60.00

Non Member Price: $70.00

CPD hours:1.50

April Morning Tax Club

The 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.

Session: 7.30am - 9.00am

Topic: 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

This month's Tax Update will cover:

1. COVID-19 measures (Federal)

2. Greig v Commissioner of Taxation [2020] FCAFC 25

3. Doyle v Commissioner of Taxation [2020] AATA 345