Sally Bruce

Sally Bruce

Jackson McDonald

Sally is a Partner with Jackson McDonald Lawyers. She has over 20 years' experience in Estate Planning and works closely with clients to develop tailored plans, including multi-generational solutions for the firm's high net worth clients. Sally's estate planning practice is complemented by her work in the field of estate litigation. Sally has been involved in numerous family provision claims and solemn form probate matters. Her experience in this area helps her to identify potential pitfalls at the planning stage and minimise the risk of a challenge. Apart from Estate Planning and Estate Litigation, Sally also practises in the areas of Trusts, Deceased Estates and Guardianship and Administration. Sally is a member of the Law Society of WA and the Society of Trust and Estate Practitioners. She is the Deputy Chair of the Elder Law & Succession Committee of the Law Society of WA.

All Sessions by Sally Bruce

11:30 am - 12:30 pm

Session 21.1: Contemporary cross-border issues with trusts and estates

SME Stream

Private groups can encounter tricky cross-border issues, even in an era of border closures! This session will focus on contemporary issues affecting existing entities and succession planning, including:

  • Living with foreign trusts – accidental change in residency, Session 99B, and managing tax efficiency
  • CGT concessions –applying Division 152 to foreign assets or beneficiaries, and the current scope of Division 855
  • Pitfalls of estate planning – choice of executor and tax residency, international wills, CGT event K3, and testamentary trusts with foreign beneficiaries and
  • Key foreign concepts – domicile, citizenship, family provision rules, and inheritance and wealth taxes.