Episode Details
Back to EpisodesExcepted Trust Income Virtual Roadshow
Published 6 years, 10 months ago
Description
In this podcast, we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss Excepted Trust Income
As part of our 'Virtual Roadshow' series, this webinar will use case studies and provide practical ideas that can be immediately implemented
We discuss the following in relation to:
- Assets which do and do not form part of Estate;
- Testamentary Trusts;
- Testamentary Trusts and DIV 6AA;
- Taxing Points;
- CGT Event 3 – Trustee to beneficiaries;
- 2018 Budget Key Risk Issues;
- Testamentary Trust to Family Trust distributions
- Learn from a range of case studies;