STEP NSW lunch and learn. 13 July 2022

Host group
Host Left
Hosted by
STEP New South Wales
Event Type
Meeting/Seminar
Date

STEP NSW Branch invites you to a seminar with Jennifer Vuu TEP.

Topic: The dos and don'ts of deceased estate transfers and duties

Estate administration is a duties minefield. A small misstep when transferring dutiable property from a deceased estate can result in a substantial duties assessment. This presentation will cover:

  • Transfer duty (formerly stamp duty) implications of deceased estate transfers
  • Concessions available for deceased estates
  • Common traps that can trigger exceptional stings and practice-oriented tips to minimise risk exposure
  • Other matters that should be taken into consideration when transferring property from a deceased estate. Certain transfers are subject to taxation and the rules against foreign investment. Beware of winning the battle but losing the war. 
Cost group
Event Cost
Australian Dollar
35.00
Non-member registration
Australian Dollar
25.00
STEP member registration
CPD Points
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1
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