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Special Tax & Superannuation topics 2022-23 - Hidden issues of deceased estates


This topic will explore a variety of issues that may arise from the administration of a deceased estate, including the interaction with superannuation death benefits and employer payments to deceased estates. 

 

This session was recorded 20 June 2022

On successful completion of this topic, participants should be able to: 

  • Explain how a super death benefit paid into a deceased estate may be treated 
  • Explain how a deed of arrangement can be used to mutually benefit the beneficiaries of a deceased estate 
  • Explain how an asset devolved to a beneficiary can receive ‘excepted trust income’ treatment 
  • Explain the tax issues for payments from an employer into a deceased worker’s estate. 

 

This session forms part of the Special Tax & Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. These sessions will:

  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
  • Help you avoid any possible traps and pitfalls
  • Give you answers to the questions most relevant to you.

 

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

 

Continuing Professional Development Hours

The content covered in this topic should constitute verifiable CPD for CA ANZ, has been assessed for ASIC and FASEA CPD and also meets the Tax Practitioners Board's CPE requirements. The expected CPD hours to be allocated are as follows:

 

 

 

 

PER SESSION

CA ANZ

Up to 1.5 CPD hours

Legislated CPD (FASEA)

Up to 1.5 hours (General)

ASIC

Up to 1.5 hours (General)

Tax Practitioners Board

Up to 1.5 CPD hours

 

Looking for more? Our Essential Tax & Superannuation Updates perfectly complement these special topic sessions


ATSTAX

This series is presented by our Senior Tax & Superannuation trainers:

 

James McPhedran, Senior Tax and Superannuation Trainer, CA ANZ 

James has 18 years’ experience in the industry, including roles at the Big Four accounting firms and advisory roles at mid-tier firms. He has been an educator with Chartered Accountants ANZ for 9 years. His advanced knowledge of taxation and superannuation has allowed him to focus on small to medium enterprises and high net worth individuals. James holds a bachelor’s degree in law and economics from the University of Queensland and a Master of Taxation from the University of Sydney 

 

Bruce Thomas, Senior Tax and Superannuation Trainer, CA ANZ 

Bruce Thomas Senior Tax and Superannuation Trainer Bruce has written and presented training on a wide range of topics, including the tax aspects of real estate transactions, fringe benefits tax (FBT) and salary packaging. Bruce was previously a tax manager with William Buck Chartered Accountants where he advised clients on the application of the goods and services tax, FBT and other government charges. He worked for the Australian Taxation Office for 17 years, including as a senior officer dealing with technical issues involving the GST. 


EVENT DETAILS


Topic: Tax

Sub-Topic: Income Tax

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 1.5 hours