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interviews

papers and advocacy

podcasts

fact sheets

speaking

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Ian Raspin discusses his work as a specialist in estates and trusts

interviews

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.

60-second interview with Ian Raspin

This area of practice has opened doors that I would never have dreamed possible, says Ian Raspin TEP, one of last year’s PCA winners.

resources

papers and advocacy

published articles

Deceased estate taxation: Frankenstein’s monster? – Taxation in Australia, November 2023

FIRB obligations for foreign persons inheriting Australian assets – STEP Australia, June 2022

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

technical submissions

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 (BNR submission – item 9)

taxation issues associated with deceased estates

podcasts

The Heir Waves Taxable Testation; the Basics of Tax in Estates with Ian Raspin

In this episode, Caite & Michele are joined by the amazing Ian Raspin, estate and trust tax specialist and Managing Director of BNR Partners…

The podcast can be accessed here.

TaxVibe

In this episode of The Tax Institute’s podcast, TaxVibe, Robyn chats with Ian Raspin, estate taxation specialist and Managing Director, BNR Partners, about his broad experience in advising on the myriad of tax issues associated with deceased estates.

The podcast can be accessed here.

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

Tax Yak – Episode 34: Deceased Estates

In this interview we discussed some of the many taxation issues associated with deceased estates. The podcast can be accessed here.

resources

forms, fact sheets and links

resources

speaking events

NSW Law Society

7 August 2024

Law Society of NSW – Accredited Wills and Estates Specialist meeting.

resources

past speaking events

We have presented technical papers and/or training to the following professional bodies and organisations.

CPA Australia

The Tax Institute

State and Territory Law Societies

Tax Banter

Society of Trust and Estate Practitioners (STEP)

College of Law

Television Education Network

Tax and Super Australia

In-house training for Legal Practices

Listed and Public Trustee Companies

International presentations