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Testamentary trusts – Taxation of receipts and distributions presentation


This presentation covers:

  • testamentary trusts
  • who is liable for income tax and CGT?
  • estates with tax exempt beneficiaries.

Author profiles

Graeme White
Graeme is a Director of WGC Business Advisors Pty Ltd, a chartered accountancy firm specialising in taxation and strategic advice to SMEs and high net worth individuals. Graeme has over 35 years of experience in providing accounting, business advisory and taxation services, with a specialised understanding of, and ability to address, the fundamental issues relating to clients' business, succession and estate plans. - Current at 29 July 2016
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Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on their Tax Law Specialisation Advisory Committee. He is on the Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. - Current at 05 July 2018
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Michael Flynn QC CTA-Life
Photo of author, Michael FLYNN Michael is a Barrister at Owen Dixon Chambers West, specialising in taxation and was National President of The Tax Institute in 2014. He is the author, with Miranda Steward, of Death and Taxes, and with James Kessler, QC, of Drafting Trusts and Will Trusts in Australia, the second edition of which was recently published. Michael has appeared before the Federal Court and the High Court in many cases on behalf of both taxpayers and the Commissioner. Michael has been a member of various committees of The Tax Institute for over 20 years, including Victorian State Council (he is a past State Chair) and National Council. He lectures in the postgraduate program at Melbourne University and is President of the Tax Bar Association. - Current at 12 July 2018
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Individual sessions

Testamentary trusts – Taxation of receipts and distributions

Author(s):  Michael FLYNN,  Rob JEREMIAH,  Graeme WHITE

Materials from this session:

Further details about this event:


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