Episode Details
Back to Episodes#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised
Description
Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies.
Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues in relation to the structure and taxation of testamentary trusts.
This session will use liberal story sharing to provide advisers with critical insights into issues such as:
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tax treatment during each step of the life cycle of a testamentary trust;
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discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies;
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restructuring alternatives in relation to existing testamentary trusts;
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intergenerational tax planning with testamentary trusts; and
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'perpetual' testamentary trusts.
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