Published on 16 May 13
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- use of testamentary trusts in modern wills
- what is a testamentary trust?
- advantages of testamentary trusts
- taxation issues surrounding testamentary trusts – current and perennial
- aspects in relation to the structuring of testamentary trusts.
is a Senior Associate at McCullough Robertson 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
19 July 2017