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The use of special purpose trusts in estate planning - Part II


In light of fundamental changes to the taxation regime and the expanding wealth of Australia’s aging population, there is a growing need for estate planning to utilise appropriate structuring. This article focuses on the use of special purpose trusts in the estate planning process.

The first part of this article appears in the May 2007 edition of Taxation in Australia.

The paper in its entirety was originally presented on 16 March 2007 at the 22nd National Convention held in Hobart. It was subsequently presented on 3 August 2007 at the Queensland State Convention held in Surfers Paradise.


Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and either personally or as part of View in ‘Doyles’ since 2015 in relation to taxation and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 21 February 2018
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This was presented at Queensland State Convention: Reach for the Stars .

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