Confidently navigate the complexities of deceased estate CGT. Master practical exemptions, apportionment, and timing rules to protect clients from costly tax surprises.
“Deceased Estates and CGT: Key Challenges” equips you to confidently navigate the complex world of capital gains tax implications for inherited properties. Advising on property sales from deceased estates is rarely straightforward, with subtle nuances often leading to significant compliance risks and unexpected tax liabilities. This course, led by experienced CPA Sue Davy, moves beyond basic rules to provide practical insights and real-world case studies, empowering you to make sound judgment calls and mitigate financial exposure.
You will gain the expertise to:
Structured into six comprehensive modules, this course builds your knowledge from foundational exemptions and joint ownership scenarios to advanced topics like the two-year rule, safe harbor conditions, partial capital gains calculations, and the intricate tax implications of property development, subdivision, and demolition. Concluding with a capstone case study, you'll integrate all learned concepts to tackle realistic, multi-faceted challenges. By mastering these key challenges, you’ll confidently provide accurate, compliant advice, ensuring peace of mind for your clients.
Sue Davey CPA
Sue Davey, CPA, GAICD, is a highly respected educator, strategic advisor, and board director with over 25 years of executive leadership experience across finance, higher education, professional services, and purpose-driven sectors. As a CPA and graduate of the Australian Institute of Company Directors (GAICD), Sue brings deep expertise in financial strategy, governance, taxation, organisational performance, and ethical leadership. Sue has held CFO and executive leadership roles, as well as appointments as Non-Executive Director and Chair of Finance, Audit and Risk Committees across several organisations. She is renowned for making complex topics clear and practical, particularly in areas such as capital gains tax (CGT), financial reporting, strategic leadership, and business transformation. In addition to her executive background, Sue is passionate about empowering professionals through accessible, high-impact education. Sue developed this CPD course to provide practical, case-based guidance on CGT and deceased estates, drawing on both technical knowledge and her extensive experience advising clients, boards, and fellow professionals on complex taxation scenarios.
