Important: Reset your password We've made some changes to our website. You will need to reset your password to access your account, access online books, purchase items from our online shop, or download papers from the Tax Knowledge eXchange.
Published on 24 May 07
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper examines what testamentary trusts are and how they should be properly used. Issues covered include:
are testamentary trusts the right answer in many cases?
why can a testamentary trust be of benefit to clients?
what are the important family and structuring issues when considering the use of a testamentary trust?
maintaining future flexibility - should classes of beneficiaries be limited?
Peter is a Senior Associate in McCullough Robertson's Tax Group. He has extensive experience advising clients in relation to appropriate legal structures for their personal and business interests.He has particular expertise in the area of superannuation including industry and self-managed funds, and in the structuring of trusts.
Current at 21 August 2012Current at 30 January 2013
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.
We've made some changes to our website. You will need to reset your password to access your account, access online books, purchase items from our online shop, or download papers from the Tax Knowledge eXchange.
To reset your password, click on 'Reset password' below.