Recorded Webinar: Tax Effective Options When Providing for Minors: Thinking Beyond a Testamentary Discretionary Trust

 

28th January 2020
Duration:  approx. 1 hour

 ANNOUNCING ONE HOUR LUNCHTIME WEBINARS
You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions. And, for most of you the webinars will be held at lunchtime - the ideal time for attending live webinars.
 ABOUT THE WEBINAR
Decisions on how to provide for minor beneficiaries involve practical considerations balanced with tax optimisation. While a testamentary discretionary trust is often seen as the structure of choice, there are many more alternatives available. This session explores the following options from a tax and estate planning perspective:

  • Child maintenance trusts for families going through marital separation:

    • what assets can be put in?

    • are roll-overs available?

    • can Division 6AA anti-avoidance rules apply?

  • Post death testamentary trusts

  • Super proceeds trust as part of a will

  • Post death super proceeds trust

  • Child pensions

  • Contributions to beneficiaries’ superannuation

  • Options for grandparents to create trusts for minors

 PRESENTER
Recorded Webinars,Estate planning and Wills,Recorded Webinar:  Tax Effective Options When Providing for Minors: Thinking Beyond a Testamentary Discretionary Trust

Anna Wilson, Barrister, Victorian Bar, Melbourne

Anna Wilson specialises in taxation, insolvency and related matters. She acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds. 

Anna has extensive experience as a tax and commercial specialist in large law firms having worked for over 10 years with Norton Rose Fulbright, including 15 months in Munich, Germany and two years with Gadens in Melbourne. She commenced her legal career working mainly in property law before concentrating on tax from 2008.

Anna has a special interest in residency for tax purposes, insolvency and bankruptcy, employee share schemes, self-managed superannuation funds, limited recourse and other borrowing arrangements involving SMSFs, estate and succession planning, trusts, charitable structures, income tax exempt and deductible gift recipient endorsements as well as State taxes, particularly stamp duty and land tax.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. 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,Estate planning and Wills,Recorded Webinar:  Tax Effective Options When Providing for Minors: Thinking Beyond a Testamentary Discretionary Trust



© Television Education Network Pty Ltd 2020

Product Code: WBGJAN20
 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.