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Testamentary trusts paper

Published on 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a testamentary trust?
  • taxation issues surrounding testamentary trusts.

Author profile

Dung Lam CTA
Dung Lam is a Senior Associate at Argyle Lawyers with close to 20 years experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self managed superannuation funds arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from small to medium enterprises, high net worth individuals, professional firms, accountants and their clients. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners and a member of the NSW Law Society Liaison Committee with the NSW Office of State Revenue. - Current at 17 October 2017
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This was presented at Estate and Business Succession Planning .

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I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

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