Skip to main content
shopping_cart

Your shopping cart is empty

Testamentary trusts - A practical guide presentation

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.

Author profile:

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 Click here to expand/collapse more articles by Graeme WHITE.
 

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