Deceased Estates. 23 February 2021
The seminar will cover:
IGTO inquiry into tax administration for deceased estates
The Inspector-General of Taxation and Taxation Ombudsman will provide an update on:
- The roles, responsibilities and recent activities of her office
- Findings and recommendations arising from the review investigation - “Death and Taxes – An investigation into ATO systems and processes for dealing with deceased estates” – the report was released on 7 July 2020
- Q&A – including an opportunity to raise your key administrative issues in dealing with deceased estates.
About the speaker:
Ms Karen Payne was appointed Inspector-General of Taxation & Taxation Ombudsman commencing on 6 May 2019.
She leads the Taxation Ombudsman complaints management service for taxpayers and advisers and the Inspector-General of Taxation's review and public reporting function, both of which are directed at improving the tax administration system for all taxpayers.
Ms Payne is also a Member of the Australian Reinsurance Pool Corporation.
Ms Payne was previously a Member of the Board of Taxation as well as the inaugural Chief Executive Officer of the Board of Taxation. She was formerly a partner with MinterEllison, specialising in corporate and international tax for mergers and acquisitions, and capital raising for the financial services, mining, energy, and utilities sectors. Her career includes a broad range of experience (legal, accounting, audit, education and tax return preparation) across a diverse range of taxpayers (including individuals, trusts, companies and partnerships).
She brings a wealth of experience and extensive networks to the role of Inspector-General having worked with a range of government and private stakeholders as well as the legal and tax profession, and many industry bodies.
Ms Payne is a solicitor admitted in New South Wales and is a member of:
- Chartered Accountants Australia and New Zealand
- The Tax Institute
- Australian Institute of Company Directors
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