shopping_cart

Your shopping cart is empty

Testamentary trust and taxes paper

Published on 13 Mar 19 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • Division 6AA and the testamentary trust exceptions
  • the impact of the May 2018 Federal Budget
  • the CGT death rollovers and testamentary trusts
  • one testamentary trust to rule them all or multiple trusts
  • main residences in testamentary trusts.

 

 

 

Author profile

Dung Lam CTA
Dung is a Tax Team Leader at Argyle Lawyers with more than 20 years’ experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 26 June 2019
Click here to expand/collapse more articles by Dung Lam.

 

This was presented at 34th National Convention .

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

Individual sessions








Challenges with the ATO’s evolving approach to information gathering

Author(s):  Fiona Knight,  Angelina Lagana

Materials from this session:

Australia’s response to the OECD/G20 BEPS Project – What is the reality?

Author(s):  Peter MADDEN

Materials from this session:

Tax and technology: Automation, the digital economy and single touch payroll

Author(s):  Robyn Jacobson,  Colin Walker

Materials from this session:

Transfer pricing update

Author(s):  Cameron Smith

Materials from this session:

Reconstructing financing transactions: A focus on the debt and equity rules, Division 815 and thin capitalisation

Author(s):  Stuart Landsberg,  Rasool Tariq

Materials from this session:




Further details about this event:

 

Copyright Statement
click to expand/collapse