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Testamentary Trusts – An Accountant’s Perspective

Published on 04 Mar 2010 | Took place at Crowne Plaza Parramatta, Parramatta, NSW

The use of testamentary trusts as a tool for estate planning has grown considerably in recent years. This growth has been driven primarily due to the benefits testamentary trusts may offer. Although the benefits of such trusts are generally understood, many practitioners still struggle with the numerous and complex practical day-to-day issues which arise once such trusts become effective (i.e. on the death of the testator/rix). This event focussed on the issues arising following the commencement of a testamentary trust.

This event was part of the March Breakfast Club 2010 and was also held on 2 March at the Swissotel in Sydney.

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

Individual sessions

Tax update

Author(s):  Andrew NOOLAN This presentation covers:

  • cases
  • IDs
  • ATO materials.
Materials from this session:

Testamentary trusts: An accountants perspective

Author(s):  Peter BOBBIN This presentation covers an accountants perspective on testamentary trusts.

Materials from this session: