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Testamentary Trusts - Taxation of Receipts and Distributions

Published on 18 Jun 2014 | Took place at RACV Club, Melbourne, VIC

Since the 1990’s testamentary trusts have commonly been included in wills and today accountants and lawyers are often asked to advise on how exactly such trusts should operate. This event had an expert panel discuss some of the “grey areas” surrounding the operation of testamentary trusts.

Individual sessions

Testamentary trusts – Taxation of receipts and distributions

Author(s):  Michael FLYNN,  Rob JEREMIAH,  Graeme WHITE

This presentation covers:

  • testamentary trusts
  • who is liable for income tax and CGT?
  • estates with tax exempt beneficiaries.
Materials from this session: