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Testamentary trusts video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 22 Dec 20 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Abstract:
This video 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.

Purchase individual materials from this session:

Estate and Succession Planning Series (3 Parts)
Author(s):  John Ioannou

Author profile

Daniel SMEDLEY
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