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Testamentary discretionary trusts video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 19 Jun 20 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Abstract:
This video covers:

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

Purchase individual materials from this session:

Testamentary discretionary trusts
Author(s):  Justin Hartnett,  Rod PAYNE

Material from this session:

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:

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