Books

Taxation of Deceased Estates for Estate Practitioners

This updated version is a practical and easy reference guide for estate practitioners on the taxation issues encountered during the administration of a deceased estates.  It updates and expands on the  first edition of this popular book and includes recent changes such as the new ATO Practice Compliance Guidelines affecting estates.


Find out more or buy

The tax obligations of a Legal Personal
Representative

UPDATED OCTOBER 2018

This e-book written jointly by Ian Raspin FCPA, CTA, TEP, Director, and Mark Morris LLB B.Comm, CPA, FTIA Senior Tax Counsel of our Estates and Trusts division has and discusses the obligations of a legal personal representative (LPR) relating to the  income tax affairs of a deceased person, including a detailed analysis of their personal liabilities and the operations of the ATO’s newly finalised Practical Compliance Guideline (PCG 2018/4).

Download your free ebook here

The Australian Tax Pitfalls of Administering an Estate with International Connections.

With such a multicultural society and an ever increasing level of immigration, Australian Estate Practitioners are increasing being confronted with estates that contain the complexities of offshore assets or residents.


Find out more or buy



CGT on A Deceased Residence – A Tax Minefield

One of the largest assets of a typical deceased estate is often the principal place of residence. What is often inadvertently overlooked is that the sale of the residence may trigger a number of Capital Gains Tax issues for the estate. This book explores this minefield and spells out clearly how to handle this issue.


Find out more or buy