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 Recorded Webinar: Australian Tax Consequences of an Overseas Inheritance: Looking a Gift Horse in the Mouth

Date: Monday 6th September 2021
Duration: Approximately 1 Hour


Australian beneficiaries receiving testamentary gifts from overseas testators may not always turn their mind to the potential tax consequences they need to consider. This session reviews the tax treatment of common categories of assets that are bequeathed, including:

  • Pensions and superannuation: are these taxable in Australia?
    • the impact of the pension clause in double tax agreements
  • Shares and units in private companies and trusts: what is the residency position?
    • bringing assets into the Australian net: what are the CGT consequences?
  • Assets held under trust:
    • application of section 99B on distributions - how to identify what amounts are corpus?
    • strategies for keeping a foreign trust outside the Australian tax net
Recorded Webinars,Taxation,Recorded Webinar: Australian Tax Consequences of an Overseas Inheritance: Looking a Gift Horse in the Mouth Anna Wilson, Barrister, Victorian Bar, Melbourne

Anna Wilson specialises in taxation, insolvency and related matters. She acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds.

Anna has extensive experience as a tax and commercial specialist in large law firms having worked for over 10 years with Norton Rose Fulbright, including 15 months in Munich, Germany and two years with Gadens in Melbourne. She commenced her legal career working mainly in property law before concentrating on tax from 2008.

Anna obtained her law and science degrees (majoring in mathematics and physics) from Monash University and has a Masters of Taxation Law from Melbourne University, where she was awarded the Graham Hill Taxation Law prize. She now teaches capital gains tax as part of the Melbourne University Law Masters program.


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.


Accountants can claim up to 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From April 1st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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: WBDSEP21
 Price:  $269.50 (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.