policy and advocacy
Ian Raspin discusses his work as a specialist in estates and trusts
2019/20 STEP Global Private Client Awards
Irene Liew TEP gives a personal interview in response to the award presentation.
Specialising in Estates and Trusts
Interviewed by Peter Docherty, General Manager Public Practice, CPA Australia. Part of CPA Australia’s Firm of the Future video series 2016.
policy and advocacy
Superannuation death benefits: some discrete issues – The Tax Institute Journal ‘Taxation in Australia’, March 2022
2021 Noosa Tax Intensive – Life and death, November 2021
Helping LPRs find certainty – This paper considers the various ways that an LPR might obtain a level of comfort regarding their tax exposure to match their appetite for risk, December 2020
Death duties again? Really? – This article, written by Ian Raspin and Lyn Freshwater was published in ‘Taxation in Australia’ and looks at the current murmurings that abound at the moment about the different ways the federal government may want to bring in more tax revenue to pay off post-COVID-19 debt, October 2020
Reflecting on Recommendation 6 of the IGTO: Review into Death and Taxes – Inspector-General of Taxation and Taxation Ombudsman (IGTO) release report entitled ‘Death & Taxes – An investigation into Australian Taxation Office Systems & Processes for dealing with Deceased Estates’, October 2020
Death and income tax – some discrete issues: part 2 – The Tax Institute Journal ‘Taxation in Australia’, April 2020
Death and income tax – some discrete issues: part 1 – The Tax Institute Journal ‘Taxation in Australia’, March 2020
The Tip of a Taxation Iceberg? The potential liability of a legal personal representative – Proctor (Queensland Law Society), November 2018
CGT changes to amount to unfair ‘death tax’ for Australian expats – Financial Review, October 2018
CGT Main Residency Exemption – Society of Trust & Estate Practitioners – Australia Supplement June 2018, STEP Australia Newsletter, June 2018
Saying no to being an executor and still keep the client’ – In the Black (CPA Aust), November 2017, with Katerina Peiros of Hartwell Legal.
“Accountants as executors: does it add up?” – In the Black (CPA Aust), September 2017, with Katerina Peiros of Hartwell Legal.
“It’s your funeral – the (frequently thankless) role of the executor” – In The Black, (CPA Aust), June 2017, with Katerina Peiros of Hartwell Legal.
Deceased Estates and the New Foreign Resident Withholding Tax Rules – Lexus Nexus, 2016, Vol. 19, No. 2
Deceased Estates and the New Foreign Resident Withholding Tax Rules – The Last Testament (The South Australian Law Society), June 2016
TPSG administrative issues – part 1
12 November 2020
TPSG advice and guidelines – part 2
12 November 2020
Treasury – Feedback on proposed amendment to section 102AG ITAA – Taxation of Testamentary Trusts review – 22 October 2019
The Hon. Josh Frydenberg MP, Treasurer – House of Representatives– Submission on proposed changes to main residence exemption in tax laws amendment (Reducing pressure on housing affordability) Bill 2019 – 25 November 2019
Senate Standing Committee on Economics – Treasury Laws Amendment (Reducing Pressure on Housing Affordability Measure No. 2) Bill 2018 – submitted 5 March 2018
taxation issues associated with deceased estates
Family Trust Elections and Testamentary Trusts
CPA Australia Sound Business, interview with Mark Morris Senior Tax Counsel of CPA Australia
Taxation of Testamentary Trusts
CPA Australia Sound Business, interview with Mark Morris, Senior Tax Counsel of CPA Australia
forms, fact sheets and links
Friday 29th July 2022 The theme of the conference is 'Change'. The below speakers will be presenting on diverse topics of interest to all professionals in the STEP network. Welcome Keynote Address: Simon J. Costa AO The Hon. Justice McMillan, The Supreme Court of...
past speaking events
Below is an sample of both professional bodies and organisations where we have presented technical papers and training.