10-11 October 2024 | Calile Hotel Brisbane & Online
With the client bases of many practitioners ageing, the complexities of asset holdings and family arrangements increasing, and the highest ever intergenerational wealth transfers now occurring, practitioners need to invest time in developing an understanding of the taxation of deceased estates. This is an emerging market and opportunity for many, but equally one that has seen an unprecedented growth in litigation. It therefore presents risks and tax nuances that practitioners must manage and be alert to.
This excellent conference held over two days will address a range of topical content including the administration estates, administering an SMSF on death, a dive into the re-emerging provisions of 99B and 100A, plus much more.
A must-attend event for all tax and legal practitioners involved in succession planning and estate administration.
This year the Death and Taxes Conference will again be held in Brisbane at the centrally located Calile Hotel. It’s a great opportunity to return to in person events and reconnect with colleagues and peers from across the profession.
Our specialist conferences are designed to allow delegates the time to enjoy robust technical discussions with colleagues and incorporate several opportunities throughout for attendees to mingle with peers and presenters. Each conference program includes dedicated networking functions for attendees to connect with like-minded members of the profession and discuss the latest issues in tax and beyond.
Event Details
Super early bird registration
$ 1,500 (member)
$ 1,500 (new member*)
$ 1,800 (non member)
8:30–9:45am Session 7: Cross-border deceased estates – The Australian considerations
Speaker: Andrew Smyth, ATI, Robbins Watson
9:45–10:45am Session 8: Estates and philanthropy
Speakers: Olivia Clark-Moffatt, Australian Communities Foundation, Frank Hinoporos, CTA, Hall & Wilcox Lawyers
10:45–11:15am Morning tea
11:15am–12:15pm Session 9: Navigating the digital afterlife – Deceased estates and the challenges of the digital age
Speaker: Tracey Dunn, EY
12:15–1:00pm Session 10: Other issues in tax administration
Speaker: Peter Godber, CTA (Life), Consultant and Co-Chair, National Tax Liaison Group
1:00–2:00pm Lunch
2:00–3:00pm Session 11: Taxing issues when carrying on a business in an estate
Speaker: Paul Banister, CTA, Grant Thornton
3:00–3:30pm Afternoon tea
3:30–4:30pm Session 12: Cross-border deceased estates – The offshore considerations
Speaker: Marsha Dungog, Withers International, Penelope Warr, Withers International
4:30pm Conference close
Contact our partnerships team to find out more about becoming a sponsor.