Biography

Elizabeth Burnheim is a Senior Associate in Coleman Greig’s Taxation Team.

Elizabeth is a highly experienced taxation expert with practical knowledge in all aspects of Taxation Law as well as advising on Wills & Estate Planning, Trust Law, Superannuation and SMSF.

She has a breadth of knowledge and experience in handling complex tax issues, which often involve assisting high-net worth clients, business owners, trustees and beneficiaries of trusts.

Elizabeth also advises her clients on their business and investment structures for payroll tax purposes such as de-grouping applications and payroll tax audits.

From assisting SMSFs acquire property using limited recourse borrowing strategies, to large payroll tax audits, to amending trust deeds for NSW Surcharge Purchaser Duty, to complex estate planning matters involving inter vivos and testamentary trusts, no day is the same.

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“I really like to take the time to clearly explain complex matters and when developing Estate Planning, I like to make sure my clients and the beneficiaries understand the structure and design of the plan so it functions smoothly” - Elizabeth Burnheim

Elizabeth is a Senior Associate within Coleman Greig’s Taxation Advice team, having joined the firm as part of our 2019 integration with Argyle Lawyers.

Elizabeth has developed a particularly high level of experience and practical knowledge in Taxation, Wills & Estate Planning, Trust Law, Superannuation and SMSF.

With over 6 years’ experience, she has a breadth of knowledge and experience in handling complex taxation issues, which often involve assisting high-net worth clients, business owners, trustees and beneficiaries of trusts. Elizabeth advises her clients on their business and investment structures for payroll tax purposes such as de-grouping applications and payroll tax audits.

From assisting SMSFs acquire property using limited recourse borrowing strategies, to large payroll tax audits, to amending trust deeds for NSW Surcharge Purchaser Duty, to complex estate planning matters involving inter vivos and testamentary trusts, no day is the same.

Tailoring her style to each client, Elizabeth takes the time to understand how her clients process information before explaining and breaking down complex matters. She takes into consideration all assets, interests in trusts, companies, superannuation and businesses which allows her to approach estate planning holistically and devise plans that are tax effective and asset protective for her clients and their beneficiaries. She always takes the time to explain complex estate plans so her clients and their beneficiaries understand the structure and the design of the plan, ensuring it will operate smoothly.

Elizabeth often presents at internal and external seminars and various tax discussion groups around Sydney such as The Tax Institute and Legalwise. She has also written multiple articles for the Australian Shareholder’s Association monthly publication.

Outside of work, Elizabeth enjoys cooking and playing touch football.

Bachelor of Laws LLB
Master of Business

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07
Jul
07
Jul
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07
Jul
Estate Tax Traps
7 July 2020 @ 12:00 PM - 7 July 2020 @ 01:30 PM

Whilst many of our loved ones profess to “still call Australia home”, they are nevertheless living overseas – for work, for love, for holidays, or otherwise. Any extended departure from Australia has the potential to change a person’s Australian (tax) residency status. With that change, the CGT K3 estate planning tax trap is set. Similar…

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30
Sep
30
Sep
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30
Sep
Directors’ Duties in Today’s Challenging Environment
30 September 2020 @ 12:30 PM - 30 September 2020 @ 02:00 PM

With increasing pressure from a far wider group of stakeholders scrutinising their actions and holding them accountable – from shareholders to creditors, regulators, employees, and customers – company directors are facing challenging times. As the full extent of the COVID-19 crisis becomes apparent and the resulting economic downturn takes its toll, directors must not only…

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02
Dec
02
Dec
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02
Dec
Talking Trusts: The Latest Updates and Stories from the Trenches
2 December 2021 @ 12:30 PM - 2 December 2021 @ 01:30 PM

Let’s close off 2021 by talking about Trusts. Trusts and their taxation aspects will be a major talking point in 2022, as the ATO intends to enliven the often-forgotten section 100A in early 2022 with a promised taxation ruling that can result in a hefty tax bill. At this complimentary webinar, King Tan, Special Counsel along with Elizabeth…

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16
Dec
16
Dec
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16
Dec
SMSF Estate Planning – Binding, Discretionary or Hard-Wired
16 December 2021 @ 12:30 PM - 16 December 2021 @ 01:30 PM

With over $822 billion of assets held in Australian SMSFs, there’s no surprise we’re seeing a sharp increase in contested SMSF death benefit payments. For most, having control is why they set up an SMSF, the super tax concessions have led them to building up their SMSF wealth and now their SMSF is their second…

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03
Mar
03
Mar
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03
Mar
CLE Seminar for Lawyers in Western Sydney
3 March 2020 @ 08:00 AM - 3 March 2020 @ 12:00 PM

RETAIL & COMMERCIAL LEASING Presented by Andrew Grima, Principal Lawyer This session will cover a range of issues including make good (drafting to minimise disputes, negotiating and settling disputes), market reviews and options to renew (commercial leases vs Retail Leases Act), FIRB and Agreements for Lease, managing the risk of timing around relocation, and key provisions…

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13
Feb
13
Feb
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13
Feb
Superannuation Death Benefits – Recent Cases and Thinking
13 February 2020 @ 07:30 AM - 13 February 2020 @ 09:15 AM

Superannuation is often one of the largest assets to form part of your clients’ wealth on death. Even for those who may not have much in the way of personal wealth, they may still have a significant super death benefit to deal with, especially after taking into account any life insurances that they have in…

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