Published on 08 Aug 12
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Testamentary trusts present a unique opportunity for a will maker to rule from the grave and/or to provide a tax effective investment vehicle to store and grow family wealth. Structured correctly a testamentary trust can provide benefits to beneficiaries many years into the future after the will maker’s death.
This paper covers:
what is a Testamentary Trust?
advantages of Testamentary
taxation issues surrounding Testamentary Trusts - current and perennial
aspects in relation to the structuring of Testamentary Trusts.
Dung Lam CTA
Dung is a Senior Associate with McCullough Robertson Lawyers. Current at 24 April 2014
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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