Episode Details

In this podcast, the View Legal team explore the following topic 'Testamentary Trusts – the latest tips and traps' which was held on 27 August 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar you will learn about:

The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a range of planning opportunities for testamentary trusts including:

• tax treatment of each asset class owned via a testamentary trust;
• the latest updates on the attitude of the Australian Taxation Office towards testamentary trusts and various bespoke strategies;
• testamentary trust cloning and splitting;
• international tax planning and testamentary trusts;
• and testamentary trusts and using South Australian laws to avoid the rule against perpetuities.

For access to more webinars and resources join one (or all) of the View Communities.