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 Recorded Webinar: Estate Planning and Property Holdings: Achieving Optimal Tax Outcomes


Wednesday 20th August 2020

Duration:  approx.  1hour

Although death and taxes are the main certainties in life, there are ways to structure property holdings and transfer for maximum benefit after death, as well as take steps to manage disputes over an inheritance to achieve better outcomes for the parties involved. This session looks at a number of ways to achieve family harmony and at the same time legitimately hold back some of the estate funds from government coffers. Topics covered include:

  • The use of a testamentary trust – the pros and cons

  • Who has control of the trust?

  • Stamp duty and capital gains tax on the transfer of assets into a testamentary trust – what are the rules?

  • Distribution of income from property assets – tax treatment

  • Trust winding up and sale of assets – tax and duty implications

  • Real estate in a SMSF – binding death benefits and potential taxation liability

  • Real property transferred under the terms of a will – capital gains tax liability

  • Will disputes – factoring in tax implications into mediation and settlement outcomes

  • Deeds of family arrangement – applicable duty under the Duties Act 1997

  • The benefit of a partition under section 30 of the Duties Act 1997 over a deed of family arrangement

Recorded Webinars,Property Law,Recorded Webinar:  Estate Planning and Property Holdings: Achieving Optimal Tax Outcomes

Sam Baring, Senior Associate, Hall & Wilcox, Melbourne

As a Senior Associate at Hall & Wilcox Lawyers, Sam works with and advises clients in achieving their succession planning goals. He is also regularly involved in estate litigation, including claims for further provision. Sam has experience guiding executors through the process of applying for probate and administering deceased’s estates.

Specialties: Wills, Powers of Attorney, Estate Planning, Business Succession Planning, Estate and Will Disputes, Trust Advice and Disputes, Self Managed Superannuation Funds and Probate.

This webinar is suitable for lawyers and accountants advising in property – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: WB1AUG20
 Price:  $198.00 (Inclusive of GST)
© 2021 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.