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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

published articles

downloadable articles
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

online articles
Christmas: a time for staff engagement and client development – InTheBlack.com, November 2018

Australian expats to be hit with unfair death tax – International Investment Publishing, London, October 2018

Looming tax bills for expatriates – InTheBlack.com, June 2018

Lawyers and accountants work together for clients– InTheBlack.com, March 2018

Accountants and Estate work – Live chat: Questions & Answers – CPA Australia, March 2018

Dangers for accountants in being executor of an estate – Live Chat – CPA Australia, March 201

When accountants cross the line to wills and estates – InTheBlack.com, November 2016

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

taxation issues associated with deceased estates

podcasts

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

speaking events