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Testamentary trusts & deceased estates paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 May 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is the effect of you dying?
  • what is a testamentary trust?
  • why use a testamentary trust?
  • assets of the estate vs property held as joint tenants
  • what if the testator has a very small estate?
  • superannuation
  • CGT position.

Author profile

Martin Van Der Walt
Martin is a Barrister with chambers in Brisbane since 1997. Before that he was a Judge's Associate to two different Judges. Before that he did his articles at Minter Ellison. With a background in crime and other litigation, Martin has been focussing on his tax practice for the past decade. He has a Master of Taxation (UNSW) and a Master of Laws (Hons) (QUT), and has appeared in the AAT, the Federal Court and the High Court on tax matters. He has acted for both taxpayers and the Commissioner. - Current at 24 November 2014

 

This was presented at Annual Trusts Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Testamentary trusts & deceased estates

Author(s):  Martin van der Walt

Materials from this session:

Current ATO issues with trusts

Author(s):  David HUGHES

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Queensland duty on trust dealings

Author(s):  Duncan Bedford,  Jessica Laird

Materials from this session:

Trusts in financial distress

Author(s):  John Whittle

Materials from this session:

Trust stripping provisions

Author(s):  Dung Lam,  Mark WEST

Materials from this session:

Year end issues for discretionary trusts

Author(s):  Brian J RICHARDS

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Asset protection & family law

Author(s):  Clinton Jackson,  Justine WOODS

Materials from this session:

Further details about this event:

 

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