Published on 16 Oct 14
by TASMANIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- provide a refresher on the fundamentals of testamentary trust
- use of testamentary trusts for superannuation & main residence
- provide examples covering client issues involving the use of testamentary trusts.
Graeme White CTA
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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