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Upcoming event

Professional Development Lunch - Taxation of Deceased Estates

Thursday 14 August 2025

12:30pm-1:30pm (registration from 12:15pm)

Futurity Investment Group, Level 15, 333 Collins Street, Melbourne VIC 3000

Overview

Join the FAAA Melbourne Metro Community Committee to their Professional Development Lunch Event, looking at ‘taxation of deceased estates’ on Thursday 14 August, at the Futurity Investment Group offices. 

Hear from our guest speaker, Ian Raspin, Managing Director, BNR Partners, who will discuss the following learning outcomes: 

  • What are the foundational estate tax issues advisers need to be across for deceased estates
  • How to effectively communicate with your clients about their estate needs
  • What is your role as an adviser when acting as a personal executor for an estate
  • Explore the income tax legislative environment of deceased estates and responsibilities of Legal Personal Representative (LPR)
  • What are estate tax implications of CGT rollover relief, superannuation death benefits, trust beneficiaries, estate income and who is responsible for tax

Meet your speaker

Ian Raspin

Managing Director, BNR Partners

Ian is the Managing Director of BNR Partners and has specialised in the taxation of deceased estates since 2000. He commenced his career in public practice in Tasmania working predominantly with SME’s, prior to ‘migrating’ to Australia in 1998 and commencing his career with BNR Partners. He is actively involved in the professional arena and was a 2017 finalised in the Tax Institute of Australia’s SME Tax Advisor of the Year Awards, and the recipient of CPA Australia’s 2016 Henry Fox Award for services to public practice. 

Cost

Members – $25

Non-members – $30

Inc. GST