Death of a Taxpayer 2022 - 24 November 2022 (On Demand)


The death of a taxpayer can have wide reaching and unexpected taxation consequences. Topics covered will include:

  • Income tax consequences of asset transfers on the death of an individual, including:
    • When is a market value disposal of assets deemed to occur?
    • How do the tax rules apply for different asset classes in an estate?
    • When is “rollover relief” available?
  • Consideration of inheritances and considerations that arise
  • Estate and succession planning considerations so that any taxation consequences are managed and/or mitigated
  • We will touch on wider issues associated with ownership of entities as are relevant upon the death of an individual
  • Estate/Trust disclosure matters to consider
  • GST consequences of asset transfers by an individual on death


24 November 2022


Upon satisfactory completion of this activity you will be able to:

  • Identify the relevant rules and apply them to a factual position
  • Understand the implications of the creation of trusts under a will
  • Work through relevant income tax and GST considerations arising from the death of an individual


  • Accountants of all levels, particularly those advising clients on estate and succession matters
  • Lawyers advising on wills, trusts, succession and other estate matters
  • Other professionals providing executor, trustee or other estate related services


Nola Crafar, Senior Manager – Tax Advisory, Findex (presenting on behalf of TEO). 

1.25 CPD Hours

  • On Demand Event
    • $195.00 excl. GST
    Complete online in your own time (Self-paced)
    • $195.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.