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Taxing challenges for estate income paper
Published on 16 Sep 21 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers a review the fundamentals of estate taxation, highlight areas of common misunderstanding and misapplication, and flag potential opportunities.
Author profiles
Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
This was presented at 2021 Death... & Taxes Conference .
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Taxing challenges for estate income
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