10 Aug 2021 • 

Live Webinar: Structuring the Estate Plan: The Tax Implications


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Aug 2021


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Tax risk is the key consideration in estate planning. This session looks at when red flags arise in tax risk and minimization strategies when .. Read more structuring your estate plan. It includes Minimizing tax payable by estate – an overview, Developing an investment structure to hold assets for future tax minimization, Understanding how a will provides opportunities for tax planning, Minimizing CGT on disposal of deceased assets, Understanding tax implications if super passes to non-dependent beneficiaries, When stamp duty and land tax surcharges may apply on dispositions, Stamp duty on transfer issue or redemption of units in a unit trust or company shares, Tax issues when assets are left to foreign residents or non-deductible gift recipients, Strategies to minimize future income tax payable by beneficiaries.

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