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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 CTA
Martin is a Barrister with chambers in Brisbane since 1997. Before that he was a Judge's Associate to two different Judges. Before that he did his articles at Minter Ellison. With a background in crime and other litigation, Martin has been focussing on his tax practice for the past decade. He has a Master of Taxation (UNSW) and a Master of Laws (Hons) (QUT), and has appeared in the AAT, the Federal Court and the High Court on tax matters. He has acted for both taxpayers and the Commissioner. Current at 24 November 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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