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Testamentary trusts & deceased estates presentation

Published on 21 May 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • 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
  • superannuation.

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 15 September 2017

 

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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