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Testamentary discretionary trusts presentation

Member Price: Free
Non Member Price: $15.00

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 19 Jun 20 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax update
  • taxation benefits of a TDT – ATO position
  • taxation benefits of a TDT – FTEs and franking credits
  • discretionary trust
  • appointors and tTrustees – Family Court.

Author profiles

Frank Hinoporos CTA
Frank Hinoporos, CTA, is a Partner in the Tax group at Hall & Wilcox. Frank has a particular focus on domestic and international tax for individuals and private groups, including the complex issues tax issues arising from international succession planning. His clients include SMEs, high net worth individuals and families and not-for-profit entities. Frank is a member of the Law Institute of Victoria, a Chartered Tax Adviser with The Tax Institute, a Fellow of the Governance Institute of Australia and a member of the Society of Trust and Estate Practitioners (STEP). - Current at 05 February 2026
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Adam Dimac
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Justin Hartnett
Justin Hartnett is a principal of Harwood Andrews in the wills and estates practice area. He is accredited by the Law Institute of Victoria as a specialist in wills and estates. Justin has significant experience in the provision of specialised advice on the implementation of wills and succession plans that allow clients to protect their assets, make significant life decisions and ultimately ensure that their wishes are carried out accordingly. Justin has been recognised in Doyles guide as a Leading Wills and Estates Litigation Lawyer in Victoria, since 2015 and a leading Wills and Estates and Succession Planning Lawyer in Victoria since 2018. - Current at 02 June 2020
Rod PAYNE
Rod is a Director of Harwood Andrews Lawyers.
Current at 1 April 2006
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Individual sessions

Testamentary discretionary trusts

Author(s):  Justin Hartnett,  Rod PAYNE

Materials from this session:

Further details about this event:

 

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