Recorded Webinar: Tax Obligations of Executors and Other Legal Personal Representatives


2 March 2020
Duration:  1 hour


An executor of a deceased estate has tax obligations which can lead to personal liability if the executor is not careful. This session identifies the key issues that executors and LPRs need to be aware of, including:

  • The ATO guidance in PCG 2018/4 Income tax - liability of a legal personal representative of a deceased person:

    • what constitutes a ‘smaller and less complex estate’ covered by the guidance?

    • when does a legal personal representative have notice of a claim by the ATO?

  • What about executors of other estates?

    • Section 99 assessments - amendment periods

    • balancing beneficiaries’ desire for distributions with executor’s personal liability - tips for managing

  • Lessons for the estate planner: cleaning up entities before testator’s death

Recorded Webinars,Taxation,Recorded Webinar:  Tax Obligations of Executors and Other Legal Personal Representatives

Craig Spink, Principal, Spink Legal, Brisbane

Craig practices exclusively in estate and commercial law. Craig’s experience includes estate planning with a particular interest in beneficiaries with disabilities,  administration of deceased estates, estate litigation including acting on behalf of a large trustee company, Court proceedings including will interpretation actions, business succession planning for professional practices and SME’s and  preparing shareholder agreements and other commercial agreement for SME’s.

In addition to his role as Principal of Spink Legal, Craig is the Managing Director of Invaulta, a Brisbane based software company providing an online management solution for lawyers, accountants and financial planners and their clients.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. 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:

© Television Education Network Pty Ltd 2020

Product Code: WBBMAR20
 Price:  $264.00 (Inclusive of GST)
© 2020 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.