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Testamentary discretionary trusts paper

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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 19 Jun 20 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a testamentary trust?
  • reasons for testamentary trusts – asset protection
  • reasons for testamentary trusts – taxation benefits
  • reasons for testamentary trusts – others
  • structuring testamentary trust wills.

Author profiles

Justin Hartnett
Rod PAYNE
Rod is a Director of Harwood Andrews Lawyers.
Current at 1 April 2006
Click here to expand/collapse more articles by Rod PAYNE.

 

Individual sessions

Testamentary discretionary trusts

Author(s):  Justin Hartnett,  Rod PAYNE

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