Tracey Kumar is a Lawyer within Coleman Greig’s Wills & Estate Planning Team.
Tracey has strong accounting background allows her to holistically evaluate her client’s circumstances whilst effectively working alongside financial advisors and accountants to ensure that her client’s estate planning is both tax effective and allows for asset protection.
She has specific experience including Converting discretionary trusts to fixed trusts for land tax; obtaining various stamp duty concessions; implementation of limited recourse borrowing arrangements; Remission of penalties and interest; and, application of the Commissioner of Taxation’s discretion in relation to Division 7A.
Working with small to medium sized enterprises, developers, high-net-worth individuals, executors to families and their advisors has enabled Tracey to see the bigger picture in various situations and think ahead for her clients.
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“I like to map out my client’s structures so that they have a thorough understanding and appreciation of the benefits and also the potential risks of their current structures” - Tracey Kumar
Wills & Estate Planning, Conveyancing, Superannuation and SMSF, Enduring Guardianship, Power of Attorney, Wills for Parents of People with an Intellectual Disability, Probate & Estate Administration, Special Disability Trusts
Bachelor of Business (Accounting)
Bachelor of Laws (Chartered Tax Advisor)
Law Society of NSW
The Tax Institute
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…