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Testamentary trust and taxes paper

Published on 23 May 19 by NEW SOUTH WALES 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
  • non-resident beneficiaries
  • disability
  • capacity – can your will maker even sign that testamentary trust will?

 

 

 

 

 

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
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This was presented at NSW 12th Annual Tax Forum .

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