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Testamentary trusts & deceased estates paper

Published on 21 May 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is the effect of you dying?
  • what is a testamentary trust?
  • why use a testamentary trust?
  • assets of the estate vs property held as joint tenants
  • what if the testator has a very small estate?
  • superannuation
  • CGT position.

Author profile:

Martin van der Walt
Current at 11 June 2014
 

 

This was presented at Annual Trusts Intensive .

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

Individual sessions

Current ATO issues with trusts

Author(s):  David HUGHES

Materials from this session:






Further details about this event:

 

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