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Testamentary trusts presentation

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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 20 Jul 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax issues in some detail
  • drafting issues
  • specific Issues.

Author profile

Ian Burgess CTA
Ian is a Tax Partner at EY, Brisbane, who specialises in the areas of privately owned business and superannuation. He has over 25 years experience providing tax advice and compliance solutions to clients in these sectors and is the leader of the firm’s Private Client Services practice. Ian is also a regular presenter for The Tax Institute. - Current at 29 May 2019
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This was presented at Death...and Taxes .

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Individual sessions

Testamentary trusts

Author(s):  Ian BURGESS

Materials from this session:

Revisiting the income tax and capital gains tax consequences

Author(s):  Melanie Costin

Materials from this session:

A deeper analysis of superannuation death benefits

Author(s):  Scott HAY-BARTLEM

Materials from this session:

Incapacity

Author(s):  Brian Herd

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Dealing with the impact on the business

Author(s):  Paul HOCKRIDGE

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The process of administration: The taxing process from when you are notified that your client has passed away

Author(s):  Linda FARMER

Materials from this session:

You're the executor - The roles and responsibilities

Author(s):  Jarrad Mobbs

Materials from this session:

If you had your time again - Lessons from the grave

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Managing family and beneficiary disputes

Author(s):  Scott WHITLA

Materials from this session:

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