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?
- CGT position.
Martin van der Walt
Current at 11 June 2014