RECORDED WEBINAR: Stamp Duty and Land Tax: Implications for Estate Planning and Administration

Wednesday 26th November 2014
Duration: approx. 2 hours
 
Estate administration and planning these days involves the use of testamentary trusts and these entities often hold property, including PPRs . This presentation looks at the conveyance duty and land tax issues that can arise when properties are held by estates and testamentary trusts:
  • Transfers:
    • transmissions to the deceased estate
    • from the deceased estate to beneficiaries or to testamentary trusts
    • from testamentary trusts to beneficiaries
    • from life tenants to residuary beneficiaries on the death of the life tenant
  • Land tax –
    • PPR exemption when land held by estate/testamentary trusts
    • grouping when land held by testamentary trusts
  • Transfers into and out of SMSFs
  • Business real property – transfers in and out – duty exemptions?
This webinar is suitable for lawyers and accountants advising on stamp duty & land tax and in-House tax counsel – New South Wales and Victoria
 
PRESENTED BY: Simon Tisher, Barrister, Victorian Bar, Melbourne
 
Simon Tisher was admitted to practice in April 1998 and signed the Bar Roll in May 2003. His main areas of practice are taxation and commercial litigation.
 
Simon has over 10 years experience providing taxation advice to small and mid-tier businesses and individuals. Particular areas of expertise include capital gains tax, sales of business, trusts, asset protection, director penalty notices, deceased estates, superannuation, stamp duty and land tax. He also has experience with taxation audits and taxation litigation. Since coming to the Bar, Simon has acted for both the ATO and private taxpayers. He has been briefed to appear or advise with Senior Counsel on numerous occasions.
 
Simon has established a broad commercial litigation practice, particularly in matters involving contractual disputes, professional negligence, equity, bankruptcy and insolvency. He appears in interlocutory applications and trials and represents clients at mediation. He also has a substantial drafting practice.
 
Simon is a member of the Law Institute of Victoria and a Fellow of the Taxation Institute of Australia. He has been published in the Law Institute Journal and Taxation in Australia. He is also the author of the tax chapter of de Groot’s Wills, Probate and Administration Practice (Victoria). He is a member of the Taxation Institute of Australia Education Committee (Victoria), and the Taxation Institute of Australia State Taxes Sub-Committee and is regularly invited to present at legal seminars.
 
© 2014 Television Education Network Pty Ltd.  All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.
Product Code: WBGNOV14
 Price:  $242.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.