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Testamentary trusts paper

Published on 20 Jul 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a testamentary trust?
  • why use a testamentary trust
  • tax issues in more detail.

Author profile

Ian Burgess CTA
Ian is a Tax Partner at EY, Brisbane, who specialises in the areas of privately owned business and superannuation. He has over 25 years experience providing tax advice and compliance solutions to clients in these sectors and is the leader of the firm’s Private Client Services practice. Ian is also a regular presenter for The Tax Institute. - Current at 26 September 2017
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This was presented at Death...and Taxes .

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