Deceased Estates. 23 February 2021

Host group
Host Left
Hosted by
STEP Western Australia
Event Type
Web Event
Date

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
Cost group
Event Cost
Australian Dollar
50.00
Members
Australian Dollar
120.00
Non-members
Schedule
13:00 - 14:00
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
0.5 CPD points in Competency Area 2 (Professional Skills) + 0.5 CPD points in Competency Area 4 (Substantive Law)
Payment Options
Debit card
Credit card
Contact
Add to Calendar 2021-02-23 00:00:00 2021-02-23 00:00:00 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 STEP Western Australia STEP Western Australia Europe/London public