shopping_cart

Your shopping cart is empty

Testamentary trusts - A practical guide paper

Published on 16 Oct 14 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a testamentary trust?
  • flow of assets
  • assets to legal personal representative or beneficiary
  • assets from a testamentary trust to a beneficiary
  • hree separate  entities
  • capital gains taxation advantages of testamentary trusts
  • income taxation advantages of testamentary trusts - accumulation
  • 9 section 99A(2) discretion.

 

Author profiles:

Graeme WHITE
Current at 29 October 2012 Click here to expand/collapse more articles by Graeme WHITE.
 
Gillian Powell
Current at 29 December 2014

 

This was presented at 2014 Tasmanian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

FBT workshop

Author(s):  Megan FIELD

Materials from this session:

Tax policy team update - Tax reform agenda key issues

Author(s):  Thilini WICKRAMASURIYA

Materials from this session:




Further details about this event:

 

Copyright Statement
click to expand/collapse