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Avoiding the testamentary trust for better options presentation

Published on 22 May 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • family law planning mistakes
  • when it is simply not valuable
  • how the inter vivos trust can be stronger and more efficient
  • when pursuing the TT actually increases exposures
  • why beware of the anti-avoidance principles
  • super can be more super, but it is limited
  • avoiding the inevitable fights.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is in his 30th year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 25 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 23 May 2017
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at NSW 7th Annual Tax Forum .

Get a 20% discount when you buy all the items from this event.

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Avoiding the testamentary trust for better options

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