STEP NSW Evening Seminar | Wednesday 20 March 2024

This event is sold out. 

STEP NSW Branch invites you to a special event with Equity Trustees.
The evening will be hosted at The Establishment in Sydney and will feature a lecture with Chris Holloway, Senior Manager Tax, concluding with networking and refreshments.

Topic: Death and Taxes

Whilst Australia and the states abolished death duties in 1981, this was in name only.  Australia’s current tax system is full of hidden taxes imposed on estates and inheritances. 

Understanding that choices made by testators, executors and beneficiaries can have major tax consequences is an important step in working with an inheritance from a deceased estate.  Managing these tax consequences can reduce or eliminate unnecessary taxes and increase the overall value of a beneficiary’s inheritance.

Session topics include:

· Taxing non-resident and charitable beneficiary inheritances

· Inherited Assets and Capital Gains Tax

· Main-residence CGT Exemption

· Superannuation Death Benefit Tax


DATE: Wednesday 20 March 2024

TIME:

6:00pm - 6:30pm: Arrival & welcome drinks
6:30pm: Seminar | Q&A
7:15pm - 8:30pm: Networking, drinks & canapes
8:30pm: Event concludes

COST: This event is kindly sponsored by Equity Trustees, registration is complimentary for Members and Non-Members. Event capacity is strictly limited, please register early to avoid disappointment.

LOCATION: Establishment Room III, Establishment, 252 George Street, Sydney

This event will be offered for in person attendance only.
The event will not be live-streamed or recorded.

For further information or assistance, please contact stepnswaustralia@step.org

Equity Trustees, now incorporating Australian Executor Trustees (AET), combines two leading trustee teams with expertise and experience across all areas of specialist professional trusteeship serving individuals, families and communities. With a history of service reaching back to 1879, we offer services including asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers in Melbourne, Sydney, Brisbane, Perth and Adelaide.
Visit us online for more information or call 1300 133 472.