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Resources on demand

ADVISER CONFERENCE 2024 – Traps in administering deceased estates

Many people view administering deceased estates as quite procedural. And that can be true.

However, it does not take much for an estate to suddenly become complex.

With modern family structures and asset holdings, quirks in estate administration are increasingly common. This session will explore issues that we see on files, including:

  • estate challenges
  • the impact of incapacity
  • super death benefits
  • trusts and business interests
  • tax issues, including the main residence concession, cost base issues and claiming small business CGT concessions.

[Running time 180 mins]