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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:

Author Photo - Peter BOBBIN
Peter BOBBIN

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This was presented at NSW 7th Annual Tax Forum .

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