Recorded Webinar: Tax Planning Strategies Using Testamentary Trusts


29th July 2019

Duration:  approx. 1.5 hours

Tax strategies involving testamentary trusts need careful planning. This session looks at some key planning issues in using this type of trust, including:

  • Application of s99 - Marginal tax rates for the testamentary trust

  • CGT discount on asset disposal

  • Personal income benefits under a testamentary trust

  • Double taxation and Division 6

  • Income splitting and receiving benefit of tax free threshold

  • Accumulations in testamentary trusts

  • Developing tax strategies using testamentary trusts

  • Planning process – assessing tax benefits and creditor protection

  • Case studies

Recorded Webinars,Taxation,Recorded Webinar:  Tax Planning Strategies Using Testamentary Trusts

Tara Lucke, Group Principal, Nexus Law Group, Brisbane

Tara is passionate about two things in law:  she loves helping clients reach peace of mind about the protection of their wealth and transition to the next generation; and she believes in supporting financial advisers and accountants to use estate planning to build trust and give their clients peace of mind.

Tara has over 10 years of experience in law working with accountants and financial advisers and specialising in estate planning, tax, asset protection, business succession, trusts and super.

She spent a large part of her career helping clients reach peace of mind at McCullough Robertson and in 2014 she co-founded View Legal.  In 2018 Tara joined Nexus Law as a Group Principal.

Her time as the head of View Legal’s online estate planning platform ignited her interest in exploring innovation in the legal industry, particularly in relation to using technology, offshoring and value pricing to provide quality solutions and price certainty for clients.

Tara is a fellow of the Tax Institute of Australia and a published author in Australia’s leading monthly tax journal, Thompson Reuter’s Weekly tax Bulletin.

She also frequently shares her insights about estate planning through videos on YouTube and social media.


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.

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:

© Television Education Network Pty Ltd 2020

Product Code: WBOJUL19
 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.