FAAA Melbourne Metro Community Professional Development Lunch Event


You're invited by the FAAA Melbourne Metro Community Committee to their Professional Development Lunch Event, looking at 'taxation of deceased estates' on Thursday 14 August, at the Futurity Investment Group offices. 

Hear from our guest speaker, Ian Raspin, Managing Director, BNR Partners, who will discuss the following learning outcomes: 

  • What are the foundational estate tax issues advisers need to be across for deceased estates
  • How to effectively communicate with your clients about their estate needs
  • What is your role as an adviser when acting as a personal executor for an estate
  • Explore the income tax legislative environment of deceased estates and responsibilities of Legal Personal Representative (LPR)
  • What are estate tax implications of CGT rollover relief, superannuation death benefits, trust beneficiaries, estate income and who is responsible for tax

CPD hours will be awarded for this event. 

We look forward to seeing you there!

FAAA Melbourne Metro Community Committee

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30.00
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If you have any questions about this Chapter event, please contact our Events team at events@faaa.au or call 1300 337 301. 

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