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Estate planning: Not an exercise just for the rich and famous paper

Published on 17 Oct 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • estate planning and “four worlds”: prevention is better than a cure
  • ownership structure
  • what is a testamentary trust?
  • the family home: asset protection and maintaining the Division 118 main residence exemption on death taxation advantages of testamentary trusts
  • structuring testamentary trusts to protect vulnerable beneficiaries
  • other benefits of testamentary trusts: Bankruptcy & family law.

Author profile

Nathan Yii
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This was presented at VIC 7th Annual Tax Forum .

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Legal professional privilege

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ATO and large corporates

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ATO – Current issues for private groups

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Division 7A – A new frontier

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