Speaking

As a well-respected expert in his field of that taxation of Deceased Estate and Testamentary Trusts, Ian often speaks at events across the country and also provides in-house training sessions for legal firms and trustee companies.


Enquire about Ian speaking at your event or firm

Regular Topics

  • CGT on a Deceased Residence – a Tax Minefield
  • Estate Taxation 101
  • International Disasters in Estate Administration
  • Tax Red Flags for Estate Practitioners
  • Taxation of Deceased Estates for Estate Practitioners
  • Taxation of Testamentary and Charitable Trusts
  • Tax liabilities of a Legal Personal Representative

Upcoming Speaking Events

  • To be advised

Access Filmed Presentations

Past Speaking Engagements

2018

  • Society of Trust & Estate Practitioners Western Australia Presentation.  22 November 2018  – “The Australian Tax Pitfalls of Administering an Estate with International Connections
  • Complimentary one hour presentation 21 November 2018 to be held at the offices of Piper Alderman, Level 16, 70 Franklin Street, Adelaide on “The Australian Tax Pitfalls of Administering an Estate with International Connections
  • College of Law Advanced Wills & Estates Conference. 25 October, 2018 – “Tax Red Flags for Practitioners”
  • BNR Partners – Complimentary one hour seminar on the topics in my recently released book “The Australian Tax Pitfalls of Administering and Estate with International Connections”, 23 August, 2018
  • STEP New South Wales Branch Seminar – “The Australian Tax Pitfalls of Administering an Estate with International Connections, 15 August, 2018”
  • Law Society of Tasmania, 26 March 2018.  “Death and Taxes 101 – Support Staff and Paralegals”
  • Law Society of Tasmania, 26 March 2018.  “Estate Workshop – A practical approach to Estate, Trust and Superannuation Taxation issues for lawyers”
  • Queensland Law Society Symposium, 9-10 March 2018.  “Death and Taxes: The liability of a legal personal representative”.  Co-presented with Lyn Freshwater, Senior Tax Counsel, Australian Tax Office.

2017

  • South Australian Law Society Succession Law Conference, Adelaide, 10 November 2017 ‘ Tax Red Flags for Practitioners: Taxation of Deceased Estates’
  • Queensland Succession and Elder Law Conference, Surfers Paradise (QLD Law Society), 6 October 2017. ‘International disasters in estate administration’
  • ACT Estate Practitioners – Farrar Gesini Dunn, Canberra, 28 Sept 2017. ‘CGT on a Deceased Residence – a Tax Minefield’
  • Western Australian Branch of the Society of Trust and Estate Practitioners, Perth, 13 Sept 2017.  ‘CGT on a Deceased Residence – a Tax Minefield’
  • Accredited Will and Estates Specialist Group (NSW Law Society), 7 August 2017
  • CPA Australia, Sydney Public Practitioner Discussion Group, July 2017
  • 2017 Elder & Succession Law Conference, The Law Society  of Tasmania, ‘Tax Terrors – Deceased Estate Taxation for Estate Practitioners’ Hobart, 16 June 2017.  
  • Northern Suburbs Law Association, “Taxation of Deceased Estates for Estate Practitioners”, Melbourne 19 April 2017.
  • The College of Law, Specialist Legal Conference on wills & estates and estate planning, CGT on a Deceased’s Residence – A Tax Minefield”,  Manly.  13/14 May 2017.
  • The Law Society Northern Territory, Darwin, March 17.
  • CPA Australia, Adelaide Public Practitioner Discussion Group, March 2017.

2016

  • South Australia Law Society Succession Law Conference, Adelaide (Nov 16)
  • Society of Trust and Estate Practitioners (STEP), Tasmania (Oct 16)
  • Queensland Annual Succession Law Conference, Society of Trust and Estate Practitioners (STEP), Kingscliff (Sept 16)
  • ACT Law Society Succession Law Conference, Canberra (Sep 16)
  • BNR Partners Sponsored Seminar, Bendigo, Melbourne (Jul 16)
  • College of Law (Lecturing in the Masters of Applied Law Program), Melbourne (May 16)
  • BNR Partners Annual Seminar Series, Sydney, Melbourne, Adelaide, Mulgrave, Geelong (May 16)
  • College of Law (Lecturing in the Masters Applied Law Program), Sydney (Apr 16)
  • Law Institute of Victoria Specialist Wills and Estate Group, Melbourne (Mar 16)
  • Legalwise (Co-presented with Ivana Bosio Special Counsel – Tax & Philanthropy, Australian Executor Trustees, part of IOOF Group), Adelaide (Feb 16)
  • Legalwise, Perth (Feb 16)
  • BNR Partners Sponsored Seminar, Adelaide (Feb 16)

2015

  • BNR Partners Sponsored Seminar – Bendigo (Oct 15)
  • Society of Trust and Estate Practitioners Queensland Succession Law Conference (Sept 15)
  • BNR Partners Annual Estate Practitioners Seminar, Melbourne, Box Hill, Geelong, Bendigo, Frankston, Dandenong (July 15)
  • Society of Trust and Estate Practitioners Tasmania Chapter (Mar 15)

2014

  • Goulburn Valley Law Society (Nov 14)
  • South Australian Law Society Succession Law Conference (Nov 14)
  • Law Institute of Victoria Accredit Wills and Estate Specialist Group (May 14)

2013

  • Australian Shareholders Association, Melbourne, (Oct 13)
  • Australian Shareholders Association, Melbourne, (Co-presented with Eliza Newton, Senor Legal Counsel The Trust Company Limited) (Oct 13)
  • Australian Shareholders Association, Brisbane (Co- presented with Michael Pollard, National Tax Manager, The Trust Company Limited) (Oct 13)
  • Australian Shareholders Association, Sydney (Oct 13)
  • Society of Trust and Estate Practitioners Victoria, (March 13)