An estate plan often sets out to treat the beneficiaries on equal terms. However, it may not be until the estate is being administered that tax rears its head in some form so that one beneficiary’s share is diminished by the potential tax consequences attached to a certain asset, including superannuation.
This session looks into these situations, including:
How tax equalisation between beneficiaries can be factored into the estate plan in practice
Dealing with the tax consequences of a non-resident receiving shares from an estate that triggers CGT event K3
The super ‘death tax’ and who pays it
Accounting for CGT and PAYG withholding liabilities on payments of super death benefits
Case studies: where tax can result in unequal treatment of beneficiaries, and practical solutions to common issues
Who should watch
Tax advisors, financial planners, estate planners, tax agents, accountants, lawyers and those who control or are beneficiaries of Superannuation
Level of expertise
This webinar is for persons with some knowledge or interest in estate planning.
Presenters
Magdalena Njokos, Special Counsel
Magdalena Njokos is a Special Counsel in Sladen Legal’s business law team and works primarily in the areas of succession planning and trust law.
Magdalena has experience in advising high net wealth clients and business owners on the most appropriate structure for their personal succession planning based on the client’s asset and corporate structure, asset protection risks, personal circumstances and the circumstances of potential beneficiaries.
Philippa Briglia, Special Counsel
Philippa Briglia is a special counsel in Sladen Legal’s business law team and works primarily in the areas of superannuation, succession planning, and trust law.
She has extensive experience in advising on the superannuation regulatory framework, particularly in an SMSF context. She regularly provides advice on complex structures and arrangements involving SMSFs and SMEs.
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