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Testamentary 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 09 Nov 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • reasons for using testamentary trusts – asset protection and taxation benefits
  • testamentary Trust integrity and anti-avoidance
  • changes to Division 6AA of the ITAA 1936 and its impact on the administration of testamentary trusts
  • dealing with main residences in Testamentary Trusts including the right to occupy and the acquisition of a new residence
  • how to ensure superannuation death benefits obtain concessional tax treatment
  • alternatives to testamentary trusts.

Author profile

Daniel Smedley CTA
Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026
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Testamentary trusts

Author(s):  Daniel SMEDLEY

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