Our Deceased Estates Seminar is your comprehensive guide to navigating the complexities of deceased estates and estate planning, covering all the necessary tax and administrative issues.

We’ll take you step by step through everything you need to know when a client passes away – from identifying which assets are part of the deceased estate to lodging the final tax return, and everything in between.

This seminar is all about getting it right, providing you with a clear and practical tax practitioner’s guide to managing your clients' deceased estate tax matters.

Topics Covered:

• How tax practitioners now work with the ATO on behalf of a deceased client
• Preparing the date of death tax return
• All the tax issues involved in managing a deceased estate, including how to prepare its tax return
• CGT implications of death, including how to apply the main residence exemption
• Various specialist tax issues for deceased estates, including the GST and Division 7A implications when a client passes away

Bonus – All Delegates receive:

• Comprehensive seminar notes (with a hard copy available for just $30 extra)
• Detailed checklists, flowcharts, and easy-to-follow case studies
• 6.5 hours of CPD