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Testamentary trusts 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 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a testamentary trust?
  • taxation issues surrounding testamentary trusts.

Author profile

Dung Lam CTA
Dung Lam, CTA, is a Principal at West Garbutt and is based in Sydney. Dung has more than two decades of experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, a member of the Business Law Section Taxation Committee of the Law Council of Australia and a member of the NSW Law Society Liaison Committee with the Revenue NSW. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 17 January 2023
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This was presented at Estate and Business Succession Planning .

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Individual sessions

Estate planning for self managed superannuation funds

Author(s):  James Proctor,  Helena Gibson

Materials from this session:

Testamentary trusts

Author(s):  Dung LAM

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

Materials from this session:

I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

Materials from this session:

Taxation & funding of the business will

Author(s):  Jeffrey Scott

Materials from this session:

Further details about this event:

 

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