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Estate planning paper

Published on 18 May 10 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • structure of testamentary trusts
  • testamentary trusts and super
  • tax and testamentary trusts
  • asset protection and testamentary trusts
  • other Division 6AA trusts.

Author profile

Andrew Frankland CTA
Andrew Frankland, CTA is a partner at Bartier Perry Lawyers and holds qualifications in both accounting and law. He has many years’ experience providing comprehensive estate and business succession planning services including structuring, tax advice and the implementation of all relevant documentation. The 2017 Doyles Guide listed Andrew as a Leading Lawyer in NSW and a Recommended Lawyer for Australia in the area of Wills, Estates & Succession Planning - Current at 19 September 2018
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This was presented at 3rd Annual Tax Forum .

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Role of accounting standards in TOFA

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Implementing TOFA in a large corporation

Author(s):  Mark BRADFORD,  Gavin MARJORAM

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Tax administration without borders

Author(s):  Howard ADAMS,  Glenn WILLIAMS

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