Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
Conference

Death & Taxes Conference

10-11 October 2024 | Calile Hotel Brisbane & Online

 

 

deathandtaxes

In person and online - stay on top of all the latest estate planning issues

Australia’s leading estate taxation conference

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.

Industry experts and an expansive technical program

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.

Who should attend?

A must-attend event for all tax and legal practitioners involved in succession planning and estate administration.

Venue and destination

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.

Network, network, network

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

Standard registration

$ 1,900 (member)

$ 1,900 (new member*)

$ 2,200 (non member)

Contact us
Download Brochure
  • When10-October-2024 - 11-October-2024
  • FormatIn person & Online
  • CPD Hours12

Proudly Sponsored by:

 

Technical Program 

Welcome and opening address
Todd Bromwich, Chair, Death & Taxes Conference Organising Committee

Session 1: Foreign beneficiaries in the estate plan
Paige Edwards, FTI, McCullough Robertson, David Hughes, CTA, McCullough Robertson

Session 2: Managing foreign bequests and legacy structures

Marsha Dungog, Withers Worldwide

Session 3: Trusts of the rich and the famous
Bill Orow, Victorian Bar

Session 4: Dealing with dodgy Testamentary Discretionary Trusts
Linda Tapiolas, CTA, Cooper Grace Ward Lawyers

Session 5: Practical Trusts

Dung Lam, CTA, West Garbutt

Session 6: The Conflicted Advisor
Karen Gaston, Hemmant's List

 

Session 7: Tax planning with deceased estates - The integrity approached
Joanne Casburn, FTI, Mage Advisory and Waterhouse Lawyers

Session 8: Div 296 and other super issues affecting the estate plan

Neal Dallas, CTA, BusinessDEPOT, Victoria Mercer, BusinessDEPOT

Session 9: Common state tax issues in estate administration

Tom Walrut, FTI, Cooper Grace Ward Lawyers

The gift of life estates

Bryan Mitchell, FTI, Mitchells Solicitors

Dealing with digital assets in deceased estates – Current issues and state of play

Lisa Barca, Turner Freeman Lawyers

Session 12: Current issues and hot topics in practice

Paul Banister, CTA, Grant Thornton, Julie van der Velde, CTA, TEP, VdV Legal, Chair of Step Australia 

 

Register now

 

Interested in raising your company's profile?

Contact our partnerships team to find out more about becoming a sponsor.