Recorded Webinar: Life Cycle of a Testamentary Trust: The Tax Imperatives

 

6th November 2019
Duration:  approx. 1 hour

 ABOUT THE WEBINAR
Testamentary discretionary trusts are a fundamental part of estate planning, but some parts are not as well understood. And, with the recent Federal Budget’s attack on excepted trust income, the challenges are continuing to grow. This session examines the life cycle of the testamentary trust and considers some of its more challenging aspects, including:

  • When does the TDT commence?

  • Moving assets into the TDT

  • Distributions by the TDT

  • Tax advantages in using a TDT to invest

  • 2018 Federal Budget reforms regarding excepted trust income - what will the new rules attack and where does that leave us regarding testamentary trusts for minors?

  • 20 years on - practical issues arising from ongoing operation and administration of the TDT

  • Navigating the tax issues on vesting

  • Application of CGT E events and rollovers

  • Using a deed of arrangement/compromise as part of the TDT

  • Winding up and the tax implications

 PRESENTER
Recorded Webinars,Taxation,Recorded Webinar:  Life Cycle of a Testamentary Trust: The Tax Imperatives

Matthew Burgess, Director, View Legal 

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in trusts, tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and in Doyles’ personally or as part of view since 2015 in relation to taxation and since 2017 in relation to wills, estates and succession planning.

While a significant focus of Matthew’s practice is on small to medium enterprises and private business owners, the growth in this area in recent years has meant that he also regularly works on transactions with listed companies.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au
Recorded Webinars,Taxation,Recorded Webinar:  Life Cycle of a Testamentary Trust: The Tax Imperatives



© Television Education Network Pty Ltd 2020

Product Code: WBANOV19
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.