This session was recorded on 29 August 2025 as part of the Specialist Accreditation Conference 2025.
This session will delve into the generous Federal and state tax law exemptions and concessions on death. It aims to help attendees avoid common tax pitfalls and apply practical strategies for achieving sensible tax outcomes when dealing with assets of the deceased. Using real-life case studies, Lisa will cover the main residence CGT exemption and the conditions under which the ATO extends the main residence period. She will help you navigate the NSW state taxes for maximising land tax PPR exemption, deceased estate duty concession including the power of appropriation, landholder duty, and foreign surcharges. Lisa will share practical tips and traps for statutory trustees, conducting share splits and determining absolute entitlement.
